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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 | $43,157 | $202,342-78.7% | $172,753-75.0% | $152,909-71.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 23.54% | 1029.88%-1006.3pp | 803.00%-779.5pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,738 | $5,857-53.3% | $5,144-46.8% | $4,764-42.5% |
| Participant deferral / active EE | $6,513 | $5,948+9.5% | $5,198+25.3% | $5,851+11.3% |
| Admin fee / account holder | $6 | $17,112-100.0% | $13,956-100.0% | $11,601-99.9% |