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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 | $201,819 | $150,446+34.1% | $136,297+48.1% | $147,585+36.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.02% | 1049.14%-1031.1pp | 5156.19%-5138.2pp | 578.58%-560.6pp |
| Employer contribution / active EE | $2,019 | $5,256-61.6% | $4,696-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $4,920 | $6,631-25.8% | $6,247-21.2% | $5,439-9.5% |
| Admin fee / account holder | $5 | $10,906-100.0% | $9,244-99.9% | $10,886-100.0% |