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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 | $77,886 | $150,447-48.2% | $136,298-42.9% | $147,586-47.2% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 22.53% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.1pp |
| Employer contribution / active EE | $2,832 | $5,256-46.1% | $4,696-39.7% | $4,876-41.9% |
| Participant deferral / active EE | $7,166 | $6,631+8.1% | $6,247+14.7% | $5,439+31.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |