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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 | $207,793 | $198,462+4.7% | $170,439+21.9% | $147,585+40.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.62% | 257.30%-243.7pp | 205.94%-192.3pp | 578.58%-565.0pp |
| Employer contribution / active EE | $8,289 | $6,184+34.0% | $5,433+52.6% | $4,876+70.0% |
| Participant deferral / active EE | $7,771 | $5,629+38.1% | $4,939+57.3% | $5,439+42.9% |
| Admin fee / account holder | $236 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |