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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 | $186,596 | $175,231+6.5% | $149,696+24.6% | $139,466+33.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 12.48% | 166.77%-154.3pp | 134.46%-122.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $7,971 | $5,478+45.5% | $4,821+65.3% | $4,754+67.7% |
| Participant deferral / active EE | $6,977 | $6,521+7.0% | $5,682+22.8% | $6,712+3.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |