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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 | $128,955 | $159,934-19.4% | $147,005-12.3% | $145,959-11.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 347.80% | 98.24%+249.6pp | 418.76%-71.0pp | 561.95%-214.1pp |
| Employer contribution / active EE | $7,688 | $5,287+45.4% | $4,934+55.8% | $4,661+65.0% |
| Participant deferral / active EE | $8,678 | $8,427+3.0% | $8,070+7.5% | $6,689+29.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |