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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 | $72,204 | $150,446-52.0% | $136,297-47.0% | $147,585-51.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 20.45% | 1049.14%-1028.7pp | 5156.19%-5135.7pp | 578.58%-558.1pp |
| Employer contribution / active EE | $2,847 | $5,256-45.8% | $4,696-39.4% | $4,876-41.6% |
| Participant deferral / active EE | $6,725 | $6,631+1.4% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $246 | $10,906-97.7% | $9,244-97.3% | $10,886-97.7% |