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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 | $166,971 | $150,447+11.0% | $136,298+22.5% | $147,586+13.1% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 13.65% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $1,610 | $5,256-69.4% | $4,696-65.7% | $4,876-67.0% |
| Participant deferral / active EE | $4,126 | $6,631-37.8% | $6,247-34.0% | $5,439-24.1% |
| Admin fee / account holder | $268 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |