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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 | $179,032 | $100,895+77.4% | $90,430+98.0% | $158,950+12.6% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 17.24% | 1725.54%-1708.3pp | 1293.73%-1276.5pp | 302.91%-285.7pp |
| Employer contribution / active EE | $5,114 | $3,689+38.6% | $3,262+56.8% | $4,762+7.4% |
| Participant deferral / active EE | $5,436 | $4,347+25.1% | $3,963+37.2% | $5,983-9.1% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |