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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 | $48,347 | $202,342-76.1% | $172,753-72.0% | $152,909-68.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 19.33% | 1029.88%-1010.5pp | 803.00%-783.7pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,962 | $5,857-66.5% | $5,144-61.9% | $4,764-58.8% |
| Participant deferral / active EE | $7,303 | $5,948+22.8% | $5,198+40.5% | $5,851+24.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |