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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 | $59,390 | $202,342-70.6% | $172,752-65.6% | $152,897-61.2% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 20.68% | 1029.83%-1009.1pp | 802.97%-782.3pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,687 | $5,858-54.1% | $5,144-47.8% | $4,764-43.6% |
| Participant deferral / active EE | $3,011 | $5,948-49.4% | $5,198-42.1% | $5,851-48.5% |
| Admin fee / account holder | $158 | $17,111-99.1% | $13,955-98.9% | $11,599-98.6% |