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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 | $167,158 | $171,867-2.7% | $149,721+11.6% | $147,586+13.3% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 17.24% | 2113.36%-2096.1pp | 1501.67%-1484.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $6,161 | $6,275-1.8% | $5,444+13.2% | $4,876+26.4% |
| Participant deferral / active EE | $9,511 | $7,270+30.8% | $6,568+44.8% | $5,439+74.9% |
| Admin fee / account holder | $254 | $13,799-98.2% | $11,282-97.7% | $10,886-97.7% |