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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 | $77,281 | $150,447-48.6% | $136,298-43.3% | $147,586-47.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 21.38% | 1049.15%-1027.8pp | 5156.27%-5134.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $5,102 | $5,256-2.9% | $4,696+8.7% | $4,876+4.6% |
| Participant deferral / active EE | $6,583 | $6,631-0.7% | $6,247+5.4% | $5,439+21.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |