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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 | $152,602 | $156,970-2.8% | $121,210+25.9% | $139,487+9.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 17.81% | 1477.10%-1459.3pp | 987.41%-969.6pp | 373.84%-356.0pp |
| Employer contribution / active EE | $2,148 | $5,546-61.3% | $4,171-48.5% | $4,755-54.8% |
| Participant deferral / active EE | $5,984 | $4,849+23.4% | $4,084+46.5% | $6,713-10.9% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |