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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 | $60,998 | $150,446-59.5% | $136,297-55.2% | $147,585-58.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.05% | 1049.14%-1024.1pp | 5156.19%-5131.1pp | 578.58%-553.5pp |
| Employer contribution / active EE | $4,713 | $5,256-10.3% | $4,696+0.4% | $4,876-3.3% |
| Participant deferral / active EE | $9,369 | $6,631+41.3% | $6,247+50.0% | $5,439+72.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |