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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 | $101,824 | $202,342-49.7% | $172,753-41.1% | $152,909-33.4% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 22.38% | 1029.88%-1007.5pp | 803.00%-780.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,987 | $5,857-49.0% | $5,144-41.9% | $4,764-37.3% |
| Participant deferral / active EE | $2,096 | $5,948-64.8% | $5,198-59.7% | $5,851-64.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |