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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 | $152,511 | $171,867-11.3% | $149,721+1.9% | $147,586+3.3% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 19.13% | 2113.36%-2094.2pp | 1501.67%-1482.5pp | 578.59%-559.5pp |
| Employer contribution / active EE | $3,390 | $6,275-46.0% | $5,444-37.7% | $4,876-30.5% |
| Participant deferral / active EE | $11,624 | $7,270+59.9% | $6,568+77.0% | $5,439+113.7% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,282-99.6% | $10,886-99.5% |