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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 | $118,432 | $202,342-41.5% | $172,753-31.4% | $152,909-22.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 20.75% | 1029.88%-1009.1pp | 803.00%-782.3pp | 345.46%-324.7pp |
| Employer contribution / active EE | $7,941 | $5,857+35.6% | $5,144+54.4% | $4,764+66.7% |
| Participant deferral / active EE | $8,413 | $5,948+41.4% | $5,198+61.9% | $5,851+43.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |