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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 | $221,380 | $185,225+19.5% | $142,898+54.9% | $167,536+32.1% |
| Participation rate | 73.3% | 78.5%-5.1pp | 72.0%+1.4pp | 82.1%-8.8pp |
| Annual return | 14.59% | 8558.12%-8543.5pp | 5639.64%-5625.0pp | 478.82%-464.2pp |
| Employer contribution / active EE | $2,494 | $5,607-55.5% | $4,146-39.8% | $4,839-48.5% |
| Participant deferral / active EE | $4,077 | $4,496-9.3% | $3,838+6.2% | $6,342-35.7% |
| Admin fee / account holder | $47 | $8,032-99.4% | $6,560-99.3% | $12,315-99.6% |