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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 | $147,125 | $171,867-14.4% | $149,721-1.7% | $147,586-0.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.52% | 2113.36%-2094.8pp | 1501.67%-1483.1pp | 578.59%-560.1pp |
| Employer contribution / active EE | $4,297 | $6,275-31.5% | $5,444-21.1% | $4,876-11.9% |
| Participant deferral / active EE | $8,230 | $7,270+13.2% | $6,568+25.3% | $5,439+51.3% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |