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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 | $24,326 | $150,447-83.8% | $136,298-82.2% | $147,586-83.5% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 41.48% | 1049.15%-1007.7pp | 5156.27%-5114.8pp | 578.59%-537.1pp |
| Employer contribution / active EE | $5,999 | $5,256+14.1% | $4,696+27.8% | $4,876+23.0% |
| Participant deferral / active EE | $5,990 | $6,631-9.7% | $6,247-4.1% | $5,439+10.1% |
| Admin fee / account holder | $80 | $10,906-99.3% | $9,244-99.1% | $10,886-99.3% |