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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 | $85,614 | $150,447-43.1% | $136,298-37.2% | $147,586-42.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.44% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $3,165 | $5,256-39.8% | $4,696-32.6% | $4,876-35.1% |
| Participant deferral / active EE | $9,796 | $6,631+47.7% | $6,247+56.8% | $5,439+80.1% |
| Admin fee / account holder | $42 | $10,906-99.6% | $9,244-99.6% | $10,886-99.6% |