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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 | $98,678 | $150,447-34.4% | $136,298-27.6% | $147,586-33.1% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 20.08% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $3,357 | $5,256-36.1% | $4,696-28.5% | $4,876-31.2% |
| Participant deferral / active EE | $3,494 | $6,631-47.3% | $6,247-44.1% | $5,439-35.8% |
| Admin fee / account holder | $5 | $10,906-100.0% | $9,244-99.9% | $10,886-100.0% |