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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,308 | $150,442-61.2% | $136,295-57.2% | $147,585-60.5% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 17.73% | 1049.09%-1031.4pp | 5155.97%-5138.2pp | 578.56%-560.8pp |
| Employer contribution / active EE | $1,743 | $5,256-66.8% | $4,695-62.9% | $4,876-64.3% |
| Participant deferral / active EE | $4,149 | $6,630-37.4% | $6,247-33.6% | $5,439-23.7% |
| Admin fee / account holder | $7 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |