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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 | $86,809 | $202,342-57.1% | $172,752-49.7% | $152,897-43.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 28.34% | 1029.83%-1001.5pp | 802.97%-774.6pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,640 | $5,858-72.0% | $5,144-68.1% | $4,764-65.6% |
| Participant deferral / active EE | $2,327 | $5,948-60.9% | $5,198-55.2% | $5,851-60.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |