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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 | $52,758 | $150,447-64.9% | $136,298-61.3% | $147,586-64.3% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 44.63% | 1049.15%-1004.5pp | 5156.27%-5111.6pp | 578.59%-534.0pp |
| Employer contribution / active EE | $3,087 | $5,256-41.3% | $4,696-34.3% | $4,876-36.7% |
| Participant deferral / active EE | $4,021 | $6,631-39.4% | $6,247-35.6% | $5,439-26.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |