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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 | $188,370 | $183,516+2.6% | $155,534+21.1% | $145,884+29.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 1113.47% | 61.43%+1052.0pp | 64.92%+1048.6pp | 551.85%+561.6pp |
| Employer contribution / active EE | $14,571 | $5,315+174.2% | $4,675+211.7% | $4,662+212.5% |
| Participant deferral / active EE | $7,980 | $6,467+23.4% | $5,630+41.7% | $6,690+19.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |