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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 | $34,520 | $150,447-77.1% | $136,298-74.7% | $147,586-76.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.16% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,097 | $5,256-79.1% | $4,696-76.6% | $4,876-77.5% |
| Participant deferral / active EE | $4,395 | $6,631-33.7% | $6,247-29.6% | $5,439-19.2% |
| Admin fee / account holder | $165 | $10,906-98.5% | $9,244-98.2% | $10,886-98.5% |