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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 | $201,687 | $183,988+9.6% | $162,177+24.4% | $152,897+31.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.94% | 150.79%-131.8pp | 115.60%-96.7pp | 345.43%-326.5pp |
| Employer contribution / active EE | $8,062 | $6,370+26.6% | $5,613+43.6% | $4,764+69.2% |
| Participant deferral / active EE | $7,463 | $8,032-7.1% | $7,297+2.3% | $5,851+27.6% |
| Admin fee / account holder | $94 | $13,123-99.3% | $10,843-99.1% | $11,599-99.2% |