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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 | $202,956 | $202,342+0.3% | $172,752+17.5% | $152,897+32.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 22.00% | 1029.83%-1007.8pp | 802.97%-781.0pp | 345.43%-323.4pp |
| Employer contribution / active EE | $6,165 | $5,858+5.3% | $5,144+19.9% | $4,764+29.4% |
| Participant deferral / active EE | $6,909 | $5,948+16.2% | $5,198+32.9% | $5,851+18.1% |
| Admin fee / account holder | $94 | $17,111-99.5% | $13,955-99.3% | $11,599-99.2% |