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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 | $194,808 | $171,865+13.3% | $149,718+30.1% | $147,585+32.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.67% | 2113.29%-2088.6pp | 1501.67%-1477.0pp | 578.56%-553.9pp |
| Employer contribution / active EE | $7,850 | $6,275+25.1% | $5,445+44.2% | $4,876+61.0% |
| Participant deferral / active EE | $9,102 | $7,270+25.2% | $6,569+38.6% | $5,439+67.4% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |