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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 | $186,087 | $198,457-6.2% | $170,435+9.2% | $147,586+26.1% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $7,701 | $6,183+24.6% | $5,432+41.8% | $4,876+57.9% |
| Participant deferral / active EE | $13,856 | $5,629+146.1% | $4,939+180.5% | $5,439+154.8% |
| Admin fee / account holder | $101 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |