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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 | $198,019 | $202,342-2.1% | $172,753+14.6% | $152,909+29.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 26.32% | 1029.88%-1003.6pp | 803.00%-776.7pp | 345.46%-319.1pp |
| Employer contribution / active EE | $2,763 | $5,857-52.8% | $5,144-46.3% | $4,764-42.0% |
| Participant deferral / active EE | $8,714 | $5,948+46.5% | $5,198+67.6% | $5,851+48.9% |
| Admin fee / account holder | $97 | $17,112-99.4% | $13,956-99.3% | $11,601-99.2% |