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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 | $201,930 | $198,457+1.8% | $170,435+18.5% | $147,586+36.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.16% | 257.30%-228.1pp | 205.94%-176.8pp | 578.59%-549.4pp |
| Employer contribution / active EE | $8,299 | $6,183+34.2% | $5,432+52.8% | $4,876+70.2% |
| Participant deferral / active EE | $3,725 | $5,629-33.8% | $4,939-24.6% | $5,439-31.5% |
| Admin fee / account holder | $264 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |