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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 | $191,671 | $102,663+86.7% | $86,216+122.3% | $139,466+37.4% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 13.80% | 1924.52%-1910.7pp | 1169.42%-1155.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,287 | $3,035+8.3% | $2,382+38.0% | $4,754-30.9% |
| Participant deferral / active EE | $8,708 | $4,677+86.2% | $3,986+118.5% | $6,712+29.7% |
| Admin fee / account holder | $150 | $8,663-98.3% | $6,853-97.8% | $11,409-98.7% |