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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 | $117,866 | $109,872+7.3% | $98,483+19.7% | $167,536-29.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 17.50% | 1959.31%-1941.8pp | 1494.38%-1476.9pp | 478.82%-461.3pp |
| Employer contribution / active EE | $3,116 | $3,225-3.4% | $2,961+5.3% | $4,839-35.6% |
| Participant deferral / active EE | $5,660 | $4,673+21.1% | $4,276+32.3% | $6,342-10.8% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |