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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 | $48,295 | $202,342-76.1% | $172,753-72.0% | $152,909-68.4% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 24.88% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $2,422 | $5,857-58.7% | $5,144-52.9% | $4,764-49.2% |
| Participant deferral / active EE | $4,769 | $5,948-19.8% | $5,198-8.2% | $5,851-18.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |