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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 | $187,803 | $169,361+10.9% | $129,397+45.1% | $145,877+28.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.25% | 14395.54%-14380.3pp | 9453.98%-9438.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,376 | $5,542-57.1% | $4,154-42.8% | $4,663-49.1% |
| Participant deferral / active EE | $6,568 | $4,987+31.7% | $4,167+57.6% | $6,691-1.8% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |