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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 | $48,166 | $202,342-76.2% | $172,753-72.1% | $152,909-68.5% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 24.61% | 1029.88%-1005.3pp | 803.00%-778.4pp | 345.46%-320.9pp |
| Employer contribution / active EE | $3,237 | $5,857-44.7% | $5,144-37.1% | $4,764-32.0% |
| Participant deferral / active EE | $6,193 | $5,948+4.1% | $5,198+19.2% | $5,851+5.8% |
| Admin fee / account holder | $193 | $17,112-98.9% | $13,956-98.6% | $11,601-98.3% |