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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 | $136,554 | $176,120-22.5% | $159,487-14.4% | $167,553-18.5% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.63% | 331.95%-315.3pp | 263.71%-247.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $19,957 | $5,299+276.6% | $4,831+313.1% | $4,840+312.4% |
| Participant deferral / active EE | $8,992 | $7,752+16.0% | $7,354+22.3% | $6,343+41.8% |
| Admin fee / account holder | $13 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |