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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 | $106,594 | $171,867-38.0% | $149,721-28.8% | $147,586-27.8% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.46% | 2113.36%-2097.9pp | 1501.67%-1486.2pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,974 | $6,275-68.5% | $5,444-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $4,823 | $7,270-33.7% | $6,568-26.6% | $5,439-11.3% |
| Admin fee / account holder | $121 | $13,799-99.1% | $11,282-98.9% | $10,886-98.9% |