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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 | $245,716 | $202,342+21.4% | $172,752+42.2% | $152,897+60.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.64% | 1029.83%-1007.2pp | 802.97%-780.3pp | 345.43%-322.8pp |
| Employer contribution / active EE | $3,287 | $5,858-43.9% | $5,144-36.1% | $4,764-31.0% |
| Participant deferral / active EE | $6,499 | $5,948+9.3% | $5,198+25.0% | $5,851+11.1% |
| Admin fee / account holder | $38 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |