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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 | $61,474 | $150,446-59.1% | $136,297-54.9% | $147,585-58.3% |
| Participation rate | 70.8% | 84.4%-13.6pp | 81.9%-11.1pp | 82.8%-12.0pp |
| Annual return | 26.46% | 1049.14%-1022.7pp | 5156.19%-5129.7pp | 578.58%-552.1pp |
| Employer contribution / active EE | $2,346 | $5,256-55.4% | $4,696-50.0% | $4,876-51.9% |
| Participant deferral / active EE | $6,120 | $6,631-7.7% | $6,247-2.0% | $5,439+12.5% |
| Admin fee / account holder | $140 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |