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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 | $111,378 | $202,342-45.0% | $172,753-35.5% | $152,909-27.2% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 25.26% | 1029.88%-1004.6pp | 803.00%-777.7pp | 345.46%-320.2pp |
| Employer contribution / active EE | $7,293 | $5,857+24.5% | $5,144+41.8% | $4,764+53.1% |
| Participant deferral / active EE | $7,074 | $5,948+18.9% | $5,198+36.1% | $5,851+20.9% |
| Admin fee / account holder | $26 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |