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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 | $142,220 | $150,447-5.5% | $136,298+4.3% | $147,586-3.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.69% | 1049.15%-1036.5pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $5,418 | $5,256+3.1% | $4,696+15.4% | $4,876+11.1% |
| Participant deferral / active EE | $5,290 | $6,631-20.2% | $6,247-15.3% | $5,439-2.7% |
| Admin fee / account holder | $121 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |