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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 | $177,434 | $150,445+17.9% | $136,297+30.2% | $147,585+20.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.93% | 1049.14%-1034.2pp | 5156.16%-5141.2pp | 578.57%-563.6pp |
| Employer contribution / active EE | $6,377 | $5,256+21.3% | $4,696+35.8% | $4,876+30.8% |
| Participant deferral / active EE | $13,600 | $6,631+105.1% | $6,247+117.7% | $5,439+150.1% |
| Admin fee / account holder | $194 | $10,906-98.2% | $9,244-97.9% | $10,885-98.2% |