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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 | $47,027 | $150,447-68.7% | $136,298-65.5% | $147,586-68.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 20.65% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $8,034 | $5,256+52.8% | $4,696+71.1% | $4,876+64.8% |
| Participant deferral / active EE | $4,967 | $6,631-25.1% | $6,247-20.5% | $5,439-8.7% |
| Admin fee / account holder | $129 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |