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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 | $58,349 | $150,447-61.2% | $136,298-57.2% | $147,586-60.5% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 22.51% | 1049.15%-1026.6pp | 5156.27%-5133.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $2,487 | $5,256-52.7% | $4,696-47.0% | $4,876-49.0% |
| Participant deferral / active EE | $5,846 | $6,631-11.8% | $6,247-6.4% | $5,439+7.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |