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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 | $75,105 | $150,447-50.1% | $136,298-44.9% | $147,586-49.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 27.71% | 1049.15%-1021.4pp | 5156.27%-5128.6pp | 578.59%-550.9pp |
| Employer contribution / active EE | $10,740 | $5,256+104.3% | $4,696+128.7% | $4,876+120.2% |
| Participant deferral / active EE | $9,904 | $6,631+49.4% | $6,247+58.5% | $5,439+82.1% |
| Admin fee / account holder | $98 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |