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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 | $227,575 | $150,442+51.3% | $136,295+67.0% | $147,585+54.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.10% | 1049.09%-1032.0pp | 5155.97%-5138.9pp | 578.56%-561.5pp |
| Employer contribution / active EE | $7,397 | $5,256+40.7% | $4,695+57.5% | $4,876+51.7% |
| Participant deferral / active EE | $5,849 | $6,630-11.8% | $6,247-6.4% | $5,439+7.5% |
| Admin fee / account holder | $37 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |