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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 | $76,313 | $56,197+35.8% | $67,652+12.8% | $59,633+28.0% |
| Participation rate | 86.0% | 71.5%+14.6pp | 75.7%+10.4pp | 68.7%+17.4pp |
| Annual return | -0.04% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $6,300 | $1,615+290.2% | $2,266+178.1% | $2,203+186.0% |
| Participant deferral / active EE | $1,899 | $2,844-33.2% | $3,560-46.7% | $3,192-40.5% |
| Admin fee / account holder | $113 | $3,958-97.2% | $4,821-97.7% | $4,297-97.4% |