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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 | $146,083 | $99,009+47.5% | $86,581+68.7% | $147,585-1.0% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 17.54% | 1312.70%-1295.2pp | 965.06%-947.5pp | 578.58%-561.0pp |
| Employer contribution / active EE | $2,457 | $3,132-21.5% | $2,840-13.5% | $4,876-49.6% |
| Participant deferral / active EE | $8,471 | $3,972+113.2% | $3,609+134.7% | $5,439+55.7% |
| Admin fee / account holder | $175 | $5,709-96.9% | $4,904-96.4% | $10,886-98.4% |