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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 | $108,727 | $150,446-27.7% | $136,297-20.2% | $147,585-26.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.99% | 1049.14%-1028.2pp | 5156.19%-5135.2pp | 578.58%-557.6pp |
| Employer contribution / active EE | $2,081 | $5,256-60.4% | $4,696-55.7% | $4,876-57.3% |
| Participant deferral / active EE | $6,707 | $6,631+1.1% | $6,247+7.4% | $5,439+23.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |