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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 | $37,531 | $150,447-75.1% | $136,298-72.5% | $147,586-74.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 19.93% | 1049.15%-1029.2pp | 5156.27%-5136.3pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,047 | $5,256-61.1% | $4,696-56.4% | $4,876-58.0% |
| Participant deferral / active EE | $5,104 | $6,631-23.0% | $6,247-18.3% | $5,439-6.2% |
| Admin fee / account holder | $77 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |