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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 | $79,384 | $202,342-60.8% | $172,753-54.0% | $152,909-48.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 23.23% | 1029.88%-1006.6pp | 803.00%-779.8pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,462 | $5,857-58.0% | $5,144-52.1% | $4,764-48.3% |
| Participant deferral / active EE | $5,361 | $5,948-9.9% | $5,198+3.1% | $5,851-8.4% |
| Admin fee / account holder | $200 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |