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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 | $49,133 | $150,446-67.3% | $136,297-64.0% | $147,585-66.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 18.76% | 1049.14%-1030.4pp | 5156.19%-5137.4pp | 578.58%-559.8pp |
| Employer contribution / active EE | $3,680 | $5,256-30.0% | $4,696-21.6% | $4,876-24.5% |
| Participant deferral / active EE | $7,207 | $6,631+8.7% | $6,247+15.4% | $5,439+32.5% |
| Admin fee / account holder | $93 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |