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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 | $80,923 | $150,447-46.2% | $136,298-40.6% | $147,586-45.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.63% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,397 | $5,256-73.4% | $4,696-70.3% | $4,876-71.4% |
| Participant deferral / active EE | $6,425 | $6,631-3.1% | $6,247+2.8% | $5,439+18.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |