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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 | $202,342-57.6% | $172,753-50.3% | $152,909-43.9% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.5%+12.5pp |
| Annual return | 23.29% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,278 | $5,857-61.1% | $5,144-55.7% | $4,764-52.2% |
| Participant deferral / active EE | $6,227 | $5,948+4.7% | $5,198+19.8% | $5,851+6.4% |
| Admin fee / account holder | $34 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |