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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 | $95,209 | $202,342-52.9% | $172,752-44.9% | $152,897-37.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 25.97% | 1029.83%-1003.9pp | 802.97%-777.0pp | 345.43%-319.5pp |
| Employer contribution / active EE | $4,027 | $5,858-31.3% | $5,144-21.7% | $4,764-15.5% |
| Participant deferral / active EE | $8,103 | $5,948+36.2% | $5,198+55.9% | $5,851+38.5% |
| Admin fee / account holder | $5 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |