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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 | $124,058 | $202,345-38.7% | $172,755-28.2% | $152,885-18.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 26.16% | 1029.77%-1003.6pp | 802.94%-776.8pp | 345.39%-319.2pp |
| Employer contribution / active EE | $3,165 | $5,858-46.0% | $5,144-38.5% | $4,763-33.6% |
| Participant deferral / active EE | $2,233 | $5,948-62.5% | $5,198-57.0% | $5,851-61.8% |
| Admin fee / account holder | $235 | $17,111-98.6% | $13,955-98.3% | $11,598-98.0% |