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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 | $69,315 | $150,445-53.9% | $136,297-49.1% | $147,585-53.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.34% | 1049.14%-1033.8pp | 5156.16%-5140.8pp | 578.57%-563.2pp |
| Employer contribution / active EE | $5,057 | $5,256-3.8% | $4,696+7.7% | $4,876+3.7% |
| Participant deferral / active EE | $6,792 | $6,631+2.4% | $6,247+8.7% | $5,439+24.9% |
| Admin fee / account holder | $169 | $10,906-98.4% | $9,244-98.2% | $10,885-98.4% |