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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 | $164,538 | $150,447+9.4% | $136,298+20.7% | $147,586+11.5% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 16.69% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,584 | $5,256-31.8% | $4,696-23.7% | $4,876-26.5% |
| Participant deferral / active EE | $8,866 | $6,631+33.7% | $6,247+41.9% | $5,439+63.0% |
| Admin fee / account holder | $253 | $10,906-97.7% | $9,244-97.3% | $10,886-97.7% |