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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 | $107,425 | $150,447-28.6% | $136,298-21.2% | $147,586-27.2% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 16.45% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $7,457 | $5,256+41.9% | $4,696+58.8% | $4,876+52.9% |
| Participant deferral / active EE | $4,359 | $6,631-34.3% | $6,247-30.2% | $5,439-19.9% |
| Admin fee / account holder | $290 | $10,906-97.3% | $9,244-96.9% | $10,886-97.3% |