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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 | $195,683 | $144,130+35.8% | $117,861+66.0% | $147,586+32.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 16.04% | 531.20%-515.2pp | 335.11%-319.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,556 | $4,897-47.8% | $3,786-32.5% | $4,876-47.6% |
| Participant deferral / active EE | $5,594 | $5,316+5.2% | $4,482+24.8% | $5,439+2.9% |
| Admin fee / account holder | $33 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |