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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 | $96,346 | $171,867-43.9% | $149,716-35.6% | $147,585-34.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 22.03% | 2113.36%-2091.3pp | 1501.67%-1479.6pp | 578.58%-556.6pp |
| Employer contribution / active EE | $3,793 | $6,275-39.5% | $5,444-30.3% | $4,876-22.2% |
| Participant deferral / active EE | $14,226 | $7,270+95.7% | $6,568+116.6% | $5,439+161.6% |
| Admin fee / account holder | $188 | $13,799-98.6% | $11,282-98.3% | $10,886-98.3% |