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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 | $58,624 | $150,447-61.0% | $136,298-57.0% | $147,586-60.3% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 19.10% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $3,946 | $5,256-24.9% | $4,696-16.0% | $4,876-19.1% |
| Participant deferral / active EE | $4,084 | $6,631-38.4% | $6,247-34.6% | $5,439-24.9% |
| Admin fee / account holder | $42 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |