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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 | $37,428 | $150,446-75.1% | $136,297-72.5% | $147,585-74.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.83% | 1049.14%-1025.3pp | 5156.19%-5132.4pp | 578.58%-554.7pp |
| Employer contribution / active EE | $1,979 | $5,256-62.4% | $4,696-57.9% | $4,876-59.4% |
| Participant deferral / active EE | $9,973 | $6,631+50.4% | $6,247+59.6% | $5,439+83.4% |
| Admin fee / account holder | $278 | $10,906-97.4% | $9,244-97.0% | $10,886-97.4% |