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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 | $126,619 | $109,872+15.2% | $98,483+28.6% | $167,536-24.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.99% | 1959.31%-1946.3pp | 1494.38%-1481.4pp | 478.82%-465.8pp |
| Employer contribution / active EE | $3,250 | $3,225+0.8% | $2,961+9.8% | $4,839-32.8% |
| Participant deferral / active EE | $6,775 | $4,673+45.0% | $4,276+58.4% | $6,342+6.8% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |