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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 | $192,360 | $109,863+75.1% | $98,477+95.3% | $167,518+14.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 14.56% | 1958.09%-1943.5pp | 1493.59%-1479.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $2,122 | $3,225-34.2% | $2,961-28.3% | $4,838-56.1% |
| Participant deferral / active EE | $5,423 | $4,673+16.1% | $4,276+26.8% | $6,342-14.5% |
| Admin fee / account holder | $6 | $6,755-99.9% | $5,951-99.9% | $12,312-100.0% |