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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 | $50,417 | $202,342-75.1% | $172,752-70.8% | $152,897-67.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 22.35% | 1029.83%-1007.5pp | 802.97%-780.6pp | 345.43%-323.1pp |
| Employer contribution / active EE | $2,843 | $5,858-51.5% | $5,144-44.7% | $4,764-40.3% |
| Participant deferral / active EE | $6,614 | $5,948+11.2% | $5,198+27.2% | $5,851+13.0% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |