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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 | $176,986 | $171,867+3.0% | $149,721+18.2% | $147,586+19.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.36% | 2113.36%-2091.0pp | 1501.67%-1479.3pp | 578.59%-556.2pp |
| Employer contribution / active EE | $4,132 | $6,275-34.1% | $5,444-24.1% | $4,876-15.3% |
| Participant deferral / active EE | $7,065 | $7,270-2.8% | $6,568+7.6% | $5,439+29.9% |
| Admin fee / account holder | $20 | $13,799-99.9% | $11,282-99.8% | $10,886-99.8% |