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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 | $238,429 | $198,462+20.1% | $170,439+39.9% | $147,585+61.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 19.14% | 257.30%-238.2pp | 205.94%-186.8pp | 578.58%-559.4pp |
| Employer contribution / active EE | $7,927 | $6,184+28.2% | $5,433+45.9% | $4,876+62.6% |
| Participant deferral / active EE | $7,927 | $5,629+40.8% | $4,939+60.5% | $5,439+45.8% |
| Admin fee / account holder | $185 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |