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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 | $59,072 | $171,867-65.6% | $149,716-60.5% | $147,585-60.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.11% | 2113.36%-2098.3pp | 1501.67%-1486.6pp | 578.58%-563.5pp |
| Employer contribution / active EE | $3,329 | $6,275-46.9% | $5,444-38.9% | $4,876-31.7% |
| Participant deferral / active EE | $7,893 | $7,270+8.6% | $6,568+20.2% | $5,439+45.1% |
| Admin fee / account holder | $246 | $13,799-98.2% | $11,282-97.8% | $10,886-97.7% |