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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 | $197,963 | $150,447+31.6% | $136,298+45.2% | $147,586+34.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.13% | 1049.15%-1026.0pp | 5156.27%-5133.1pp | 578.59%-555.5pp |
| Employer contribution / active EE | $2,969 | $5,256-43.5% | $4,696-36.8% | $4,876-39.1% |
| Participant deferral / active EE | $7,482 | $6,631+12.8% | $6,247+19.8% | $5,439+37.6% |
| Admin fee / account holder | $65 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |