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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 | $84,509 | $202,342-58.2% | $172,752-51.1% | $152,897-44.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 18.99% | 1029.83%-1010.8pp | 802.97%-784.0pp | 345.43%-326.4pp |
| Employer contribution / active EE | $6,682 | $5,858+14.1% | $5,144+29.9% | $4,764+40.3% |
| Participant deferral / active EE | $6,081 | $5,948+2.2% | $5,198+17.0% | $5,851+3.9% |
| Admin fee / account holder | $152 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |