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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 | $85,849 | $202,326-57.6% | $172,745-50.3% | $152,870-43.8% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 23.29% | 1029.72%-1006.4pp | 802.90%-779.6pp | 345.34%-322.1pp |
| Employer contribution / active EE | $2,278 | $5,858-61.1% | $5,144-55.7% | $4,763-52.2% |
| Participant deferral / active EE | $6,227 | $5,948+4.7% | $5,197+19.8% | $5,850+6.4% |
| Admin fee / account holder | $34 | $17,110-99.8% | $13,954-99.8% | $11,597-99.7% |