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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 | $25,141 | $150,447-83.3% | $136,298-81.6% | $147,586-83.0% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 53.66% | 1049.15%-995.5pp | 5156.27%-5102.6pp | 578.59%-524.9pp |
| Employer contribution / active EE | $2,110 | $5,256-59.9% | $4,696-55.1% | $4,876-56.7% |
| Participant deferral / active EE | $4,369 | $6,631-34.1% | $6,247-30.1% | $5,439-19.7% |
| Admin fee / account holder | $266 | $10,906-97.6% | $9,244-97.1% | $10,886-97.6% |