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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 | $67,309 | $176,688-61.9% | $130,660-48.5% | $152,897-56.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 20.40% | 2693.08%-2672.7pp | 1709.29%-1688.9pp | 345.43%-325.0pp |
| Employer contribution / active EE | $5,297 | $5,743-7.8% | $4,092+29.4% | $4,764+11.2% |
| Participant deferral / active EE | $4,347 | $4,362-0.3% | $3,603+20.7% | $5,851-25.7% |
| Admin fee / account holder | $266 | $7,131-96.3% | $5,463-95.1% | $11,599-97.7% |