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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 | $193,545 | $202,342-4.3% | $172,752+12.0% | $152,897+26.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 22.73% | 1029.83%-1007.1pp | 802.97%-780.2pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,716 | $5,858-70.7% | $5,144-66.6% | $4,764-64.0% |
| Participant deferral / active EE | $8,134 | $5,948+36.8% | $5,198+56.5% | $5,851+39.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |