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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 | $37,350 | $150,447-75.2% | $136,298-72.6% | $147,586-74.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 29.76% | 1049.15%-1019.4pp | 5156.27%-5126.5pp | 578.59%-548.8pp |
| Employer contribution / active EE | $3,805 | $5,256-27.6% | $4,696-19.0% | $4,876-22.0% |
| Participant deferral / active EE | $6,526 | $6,631-1.6% | $6,247+4.5% | $5,439+20.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |