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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 | $66,240 | $202,345-67.3% | $172,755-61.7% | $152,885-56.7% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 24.24% | 1029.77%-1005.5pp | 802.94%-778.7pp | 345.39%-321.1pp |
| Employer contribution / active EE | $1,933 | $5,858-67.0% | $5,144-62.4% | $4,763-59.4% |
| Participant deferral / active EE | $2,890 | $5,948-51.4% | $5,198-44.4% | $5,851-50.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |