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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 | $205,426 | $150,442+36.5% | $136,295+50.7% | $147,585+39.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.75% | 1049.09%-1026.3pp | 5155.97%-5133.2pp | 578.56%-555.8pp |
| Employer contribution / active EE | $18,540 | $5,256+252.7% | $4,695+294.9% | $4,876+280.2% |
| Participant deferral / active EE | $15,585 | $6,630+135.1% | $6,247+149.5% | $5,439+186.6% |
| Admin fee / account holder | $25 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |