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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 | $26,555 | $150,447-82.3% | $136,298-80.5% | $147,586-82.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.15% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $3,909 | $5,256-25.6% | $4,696-16.8% | $4,876-19.8% |
| Participant deferral / active EE | $5,724 | $6,631-13.7% | $6,247-8.4% | $5,439+5.2% |
| Admin fee / account holder | $2 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |