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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 | $149,143 | $171,867-13.2% | $149,721-0.4% | $147,586+1.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 27.33% | 2113.36%-2086.0pp | 1501.67%-1474.3pp | 578.59%-551.3pp |
| Employer contribution / active EE | $3,050 | $6,275-51.4% | $5,444-44.0% | $4,876-37.5% |
| Participant deferral / active EE | $7,696 | $7,270+5.9% | $6,568+17.2% | $5,439+41.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |