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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 | $76,825 | $202,342-62.0% | $172,752-55.5% | $152,897-49.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.85% | 1029.83%-1007.0pp | 802.97%-780.1pp | 345.43%-322.6pp |
| Employer contribution / active EE | $2,956 | $5,858-49.5% | $5,144-42.5% | $4,764-37.9% |
| Participant deferral / active EE | $9,563 | $5,948+60.8% | $5,198+84.0% | $5,851+63.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |