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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 | $77,614 | $150,446-48.4% | $136,297-43.1% | $147,585-47.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 11.47% | 1049.14%-1037.7pp | 5156.19%-5144.7pp | 578.58%-567.1pp |
| Employer contribution / active EE | $5,774 | $5,256+9.8% | $4,696+23.0% | $4,876+18.4% |
| Participant deferral / active EE | $10,303 | $6,631+55.4% | $6,247+64.9% | $5,439+89.4% |
| Admin fee / account holder | $13 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |