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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 | $214,392 | $202,342+6.0% | $172,752+24.1% | $152,897+40.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 20.14% | 1029.83%-1009.7pp | 802.97%-782.8pp | 345.43%-325.3pp |
| Employer contribution / active EE | $8,133 | $5,858+38.8% | $5,144+58.1% | $4,764+70.7% |
| Participant deferral / active EE | $8,845 | $5,948+48.7% | $5,198+70.2% | $5,851+51.2% |
| Admin fee / account holder | $167 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |