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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 | $44,687 | $150,447-70.3% | $136,298-67.2% | $147,586-69.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 21.16% | 1049.15%-1028.0pp | 5156.27%-5135.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $5,822 | $5,256+10.8% | $4,696+24.0% | $4,876+19.4% |
| Participant deferral / active EE | $3,305 | $6,631-50.2% | $6,247-47.1% | $5,439-39.2% |
| Admin fee / account holder | $140 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |