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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 | $79,528 | $202,345-60.7% | $172,755-54.0% | $152,885-48.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 14.28% | 1029.77%-1015.5pp | 802.94%-788.7pp | 345.39%-331.1pp |
| Employer contribution / active EE | $7,103 | $5,858+21.3% | $5,144+38.1% | $4,763+49.1% |
| Participant deferral / active EE | $5,192 | $5,948-12.7% | $5,198-0.1% | $5,851-11.3% |
| Admin fee / account holder | $133 | $17,111-99.2% | $13,955-99.0% | $11,598-98.8% |