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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 | $241,787 | $198,457+21.8% | $170,435+41.9% | $147,586+63.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.44% | 257.30%-233.9pp | 205.94%-182.5pp | 578.59%-555.2pp |
| Employer contribution / active EE | $7,566 | $6,183+22.4% | $5,432+39.3% | $4,876+55.1% |
| Participant deferral / active EE | $4,863 | $5,629-13.6% | $4,939-1.5% | $5,439-10.6% |
| Admin fee / account holder | $284 | $16,852-98.3% | $13,881-98.0% | $10,886-97.4% |