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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 | $82,519 | $150,447-45.2% | $136,298-39.5% | $147,586-44.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.67% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,130 | $5,256-59.5% | $4,696-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $2,535 | $6,631-61.8% | $6,247-59.4% | $5,439-53.4% |
| Admin fee / account holder | -$93 | $10,906-100.9% | $9,244-101.0% | $10,886-100.9% |