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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 | $217,840 | $202,342+7.7% | $172,753+26.1% | $152,909+42.5% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.5%+3.9pp |
| Annual return | 23.16% | 1029.88%-1006.7pp | 803.00%-779.8pp | 345.46%-322.3pp |
| Employer contribution / active EE | $12,486 | $5,857+113.2% | $5,144+142.7% | $4,764+162.1% |
| Participant deferral / active EE | $17,136 | $5,948+188.1% | $5,198+229.7% | $5,851+192.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |