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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 | $173,474 | $150,447+15.3% | $136,298+27.3% | $147,586+17.5% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 20.06% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $9,992 | $5,256+90.1% | $4,696+112.8% | $4,876+104.9% |
| Participant deferral / active EE | $4,344 | $6,631-34.5% | $6,247-30.5% | $5,439-20.1% |
| Admin fee / account holder | $67 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |