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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 | $146,759 | $138,114+6.3% | $125,391+17.0% | $134,545+9.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 275.54% | 750.88%-475.3pp | 572.41%-296.9pp | 418.37%-142.8pp |
| Employer contribution / active EE | $6,086 | $5,246+16.0% | $4,816+26.4% | $4,742+28.4% |
| Participant deferral / active EE | $15,267 | $7,801+95.7% | $7,448+105.0% | $6,401+138.5% |
| Admin fee / account holder | $227 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |