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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 | $39,667 | $150,446-73.6% | $136,297-70.9% | $147,585-73.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.98% | 1049.14%-1038.2pp | 5156.19%-5145.2pp | 578.58%-567.6pp |
| Employer contribution / active EE | $2,242 | $5,256-57.3% | $4,696-52.3% | $4,876-54.0% |
| Participant deferral / active EE | $3,766 | $6,631-43.2% | $6,247-39.7% | $5,439-30.8% |
| Admin fee / account holder | $166 | $10,906-98.5% | $9,244-98.2% | $10,886-98.5% |