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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 | $52,867 | $150,445-64.9% | $136,297-61.2% | $147,585-64.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 20.52% | 1049.14%-1028.6pp | 5156.16%-5135.6pp | 578.57%-558.1pp |
| Employer contribution / active EE | $2,380 | $5,256-54.7% | $4,696-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $7,759 | $6,631+17.0% | $6,247+24.2% | $5,439+42.7% |
| Admin fee / account holder | $38 | $10,906-99.7% | $9,244-99.6% | $10,885-99.7% |