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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 | $233,454 | $198,457+17.6% | $170,435+37.0% | $147,586+58.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.90% | 257.30%-234.4pp | 205.94%-183.0pp | 578.59%-555.7pp |
| Employer contribution / active EE | $7,186 | $6,183+16.2% | $5,432+32.3% | $4,876+47.4% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |