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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 | $179,035 | $104,953+70.6% | $84,637+111.5% | $152,909+17.1% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 24.51% | 373.94%-349.4pp | 258.82%-234.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $5,528 | $3,304+67.3% | $2,653+108.3% | $4,764+16.0% |
| Participant deferral / active EE | $5,440 | $4,691+16.0% | $3,900+39.5% | $5,851-7.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |