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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 | $84,842 | $150,445-43.6% | $136,297-37.8% | $147,585-42.5% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 19.00% | 1049.14%-1030.1pp | 5156.16%-5137.2pp | 578.57%-559.6pp |
| Employer contribution / active EE | $6,865 | $5,256+30.6% | $4,696+46.2% | $4,876+40.8% |
| Participant deferral / active EE | $5,010 | $6,631-24.4% | $6,247-19.8% | $5,439-7.9% |
| Admin fee / account holder | $46 | $10,906-99.6% | $9,244-99.5% | $10,885-99.6% |