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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 | $40,730 | $150,445-72.9% | $136,297-70.1% | $147,585-72.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.07% | 1049.14%-1026.1pp | 5156.16%-5133.1pp | 578.57%-555.5pp |
| Employer contribution / active EE | $1,909 | $5,256-63.7% | $4,696-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $9,464 | $6,631+42.7% | $6,247+51.5% | $5,439+74.0% |
| Admin fee / account holder | $197 | $10,906-98.2% | $9,244-97.9% | $10,885-98.2% |