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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 | $61,850 | $150,447-58.9% | $136,298-54.6% | $147,586-58.1% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 27.38% | 1049.15%-1021.8pp | 5156.27%-5128.9pp | 578.59%-551.2pp |
| Employer contribution / active EE | $3,402 | $5,256-35.3% | $4,696-27.5% | $4,876-30.2% |
| Participant deferral / active EE | $8,859 | $6,631+33.6% | $6,247+41.8% | $5,439+62.9% |
| Admin fee / account holder | $61 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |