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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 | $143,629 | $99,011+45.1% | $86,582+65.9% | $147,586-2.7% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 16.32% | 1312.75%-1296.4pp | 965.08%-948.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,737 | $3,132-44.5% | $2,839-38.8% | $4,876-64.4% |
| Participant deferral / active EE | $6,504 | $3,972+63.7% | $3,609+80.2% | $5,439+19.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |