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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 | $45,688 | $202,345-77.4% | $172,755-73.6% | $152,885-70.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 27.82% | 1029.77%-1002.0pp | 802.94%-775.1pp | 345.39%-317.6pp |
| Employer contribution / active EE | $18,040 | $5,858+208.0% | $5,144+250.7% | $4,763+278.7% |
| Participant deferral / active EE | $5,839 | $5,948-1.8% | $5,198+12.3% | $5,851-0.2% |
| Admin fee / account holder | $60 | $17,111-99.6% | $13,955-99.6% | $11,598-99.5% |