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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 | $95,974 | $171,867-44.2% | $149,718-35.9% | $147,585-35.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 28.20% | 2113.36%-2085.2pp | 1501.70%-1473.5pp | 578.57%-550.4pp |
| Employer contribution / active EE | $3,440 | $6,275-45.2% | $5,444-36.8% | $4,876-29.4% |
| Participant deferral / active EE | $6,495 | $7,270-10.7% | $6,568-1.1% | $5,439+19.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |