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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 | $189,983 | $202,342-6.1% | $172,752+10.0% | $152,897+24.3% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 25.38% | 1029.83%-1004.4pp | 802.97%-777.6pp | 345.43%-320.0pp |
| Employer contribution / active EE | $4,106 | $5,858-29.9% | $5,144-20.2% | $4,764-13.8% |
| Participant deferral / active EE | $7,854 | $5,948+32.0% | $5,198+51.1% | $5,851+34.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |