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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 | $50,642 | $202,342-75.0% | $172,752-70.7% | $152,897-66.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 27.70% | 1029.83%-1002.1pp | 802.97%-775.3pp | 345.43%-317.7pp |
| Employer contribution / active EE | $2,471 | $5,858-57.8% | $5,144-52.0% | $4,764-48.1% |
| Participant deferral / active EE | $7,695 | $5,948+29.4% | $5,198+48.0% | $5,851+31.5% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |