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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 | $160,070-19.4% | $147,117-12.3% | $145,897-11.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 347.80% | 98.69%+249.1pp | 420.54%-72.7pp | 552.29%-204.5pp |
| Employer contribution / active EE | $7,688 | $5,285+45.5% | $4,932+55.9% | $4,663+64.9% |
| Participant deferral / active EE | $8,678 | $8,419+3.1% | $8,065+7.6% | $6,689+29.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |