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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 | $52,053 | $202,342-74.3% | $172,753-69.9% | $152,909-66.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 15.97% | 1029.88%-1013.9pp | 803.00%-787.0pp | 345.46%-329.5pp |
| Employer contribution / active EE | $2,436 | $5,857-58.4% | $5,144-52.7% | $4,764-48.9% |
| Participant deferral / active EE | $5,176 | $5,948-13.0% | $5,198-0.4% | $5,851-11.5% |
| Admin fee / account holder | $140 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |