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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 | $42,930 | $150,447-71.5% | $136,298-68.5% | $147,586-70.9% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 22.71% | 1049.15%-1026.4pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $3,912 | $5,256-25.6% | $4,696-16.7% | $4,876-19.8% |
| Participant deferral / active EE | $9,340 | $6,631+40.9% | $6,247+49.5% | $5,439+71.7% |
| Admin fee / account holder | $220 | $10,906-98.0% | $9,244-97.6% | $10,886-98.0% |