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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 | $49,742 | $150,445-66.9% | $136,297-63.5% | $147,585-66.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 11.48% | 1049.14%-1037.7pp | 5156.16%-5144.7pp | 578.57%-567.1pp |
| Employer contribution / active EE | $2,623 | $5,256-50.1% | $4,696-44.1% | $4,876-46.2% |
| Participant deferral / active EE | $6,006 | $6,631-9.4% | $6,247-3.9% | $5,439+10.4% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |