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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 | $167,724 | $150,445+11.5% | $136,297+23.1% | $147,585+13.6% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 15.89% | 1049.14%-1033.2pp | 5156.16%-5140.3pp | 578.57%-562.7pp |
| Employer contribution / active EE | $17,182 | $5,256+226.9% | $4,696+265.9% | $4,876+252.4% |
| Participant deferral / active EE | $3,552 | $6,631-46.4% | $6,247-43.1% | $5,439-34.7% |
| Admin fee / account holder | $55 | $10,906-99.5% | $9,244-99.4% | $10,885-99.5% |