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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 | $100,938+77.4% | $90,461+97.9% | $158,982+12.6% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 17.24% | 1727.20%-1710.0pp | 1294.76%-1277.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $5,114 | $3,691+38.5% | $3,264+56.7% | $4,763+7.4% |
| Participant deferral / active EE | $5,436 | $4,350+25.0% | $3,964+37.1% | $5,983-9.1% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |