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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 | $30,011 | $150,447-80.1% | $136,298-78.0% | $147,586-79.7% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 33.06% | 1049.15%-1016.1pp | 5156.27%-5123.2pp | 578.59%-545.5pp |
| Employer contribution / active EE | $3,483 | $5,256-33.7% | $4,696-25.8% | $4,876-28.6% |
| Participant deferral / active EE | $5,675 | $6,631-14.4% | $6,247-9.2% | $5,439+4.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |