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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 | $91,468 | $150,447-39.2% | $136,298-32.9% | $147,586-38.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.04% | 1049.15%-1027.1pp | 5156.27%-5134.2pp | 578.59%-556.6pp |
| Employer contribution / active EE | $7,914 | $5,256+50.6% | $4,696+68.5% | $4,876+62.3% |
| Participant deferral / active EE | $6,631 | $6,6310% | $6,247+6.1% | $5,439+21.9% |
| Admin fee / account holder | $32 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |