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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 | $173,235 | $150,445+15.1% | $136,297+27.1% | $147,585+17.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 25.14% | 1049.14%-1024.0pp | 5156.16%-5131.0pp | 578.57%-553.4pp |
| Employer contribution / active EE | $1,896 | $5,256-63.9% | $4,696-59.6% | $4,876-61.1% |
| Participant deferral / active EE | $16,750 | $6,631+152.6% | $6,247+168.1% | $5,439+208.0% |
| Admin fee / account holder | $45 | $10,906-99.6% | $9,244-99.5% | $10,885-99.6% |