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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 | $237,220 | $198,457+19.5% | $170,435+39.2% | $147,586+60.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.22% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $6,873 | $6,183+11.2% | $5,432+26.5% | $4,876+40.9% |
| Participant deferral / active EE | $6,738 | $5,629+19.7% | $4,939+36.4% | $5,439+23.9% |
| Admin fee / account holder | $252 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |