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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 | $24,604 | $150,447-83.6% | $136,298-81.9% | $147,586-83.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 412.68% | 1049.15%-636.5pp | 5156.27%-4743.6pp | 578.59%-165.9pp |
| Employer contribution / active EE | $3,367 | $5,256-36.0% | $4,696-28.3% | $4,876-31.0% |
| Participant deferral / active EE | $6,309 | $6,631-4.9% | $6,247+1.0% | $5,439+16.0% |
| Admin fee / account holder | $81 | $10,906-99.3% | $9,244-99.1% | $10,886-99.3% |