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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 | $94,696 | $202,342-53.2% | $172,752-45.2% | $152,897-38.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 17.94% | 1029.83%-1011.9pp | 802.97%-785.0pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,850 | $5,858-68.4% | $5,144-64.0% | $4,764-61.2% |
| Participant deferral / active EE | $2,573 | $5,948-56.7% | $5,198-50.5% | $5,851-56.0% |
| Admin fee / account holder | $241 | $17,111-98.6% | $13,955-98.3% | $11,599-97.9% |