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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 | $160,028-19.4% | $147,080-12.3% | $145,884-11.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 347.80% | 98.60%+249.2pp | 420.17%-72.4pp | 551.85%-204.0pp |
| Employer contribution / active EE | $7,688 | $5,286+45.4% | $4,933+55.8% | $4,662+64.9% |
| Participant deferral / active EE | $8,678 | $8,422+3.0% | $8,066+7.6% | $6,690+29.7% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |