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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 | $35,819 | $176,120-79.7% | $159,487-77.5% | $167,553-78.6% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 20.49% | 331.95%-311.5pp | 263.71%-243.2pp | 478.89%-458.4pp |
| Employer contribution / active EE | $4,209 | $5,299-20.6% | $4,831-12.9% | $4,840-13.0% |
| Participant deferral / active EE | $8,794 | $7,752+13.4% | $7,354+19.6% | $6,343+38.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |