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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 | $158,259 | $171,867-7.9% | $149,716+5.7% | $147,585+7.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.90% | 2113.36%-2100.5pp | 1501.67%-1488.8pp | 578.58%-565.7pp |
| Employer contribution / active EE | $3,203 | $6,275-49.0% | $5,444-41.2% | $4,876-34.3% |
| Participant deferral / active EE | $12,456 | $7,270+71.3% | $6,568+89.6% | $5,439+129.0% |
| Admin fee / account holder | $249 | $13,799-98.2% | $11,282-97.8% | $10,886-97.7% |