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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 | $52,105 | $150,445-65.4% | $136,297-61.8% | $147,585-64.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 21.89% | 1049.14%-1027.2pp | 5156.16%-5134.3pp | 578.57%-556.7pp |
| Employer contribution / active EE | $1,957 | $5,256-62.8% | $4,696-58.3% | $4,876-59.9% |
| Participant deferral / active EE | $9,372 | $6,631+41.3% | $6,247+50.0% | $5,439+72.3% |
| Admin fee / account holder | $175 | $10,906-98.4% | $9,244-98.1% | $10,885-98.4% |