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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 | $75,808 | $185,225-59.1% | $142,898-46.9% | $167,553-54.8% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 47.62% | 8558.12%-8510.5pp | 5639.64%-5592.0pp | 478.89%-431.3pp |
| Employer contribution / active EE | $6,229 | $5,607+11.1% | $4,146+50.3% | $4,840+28.7% |
| Participant deferral / active EE | $16,505 | $4,496+267.1% | $3,838+330.0% | $6,343+160.2% |
| Admin fee / account holder | $42 | $8,032-99.5% | $6,560-99.4% | $12,316-99.7% |