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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 | $34,668 | $202,342-82.9% | $172,753-79.9% | $152,909-77.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.71% | 1029.88%-1007.2pp | 803.00%-780.3pp | 345.46%-322.8pp |
| Employer contribution / active EE | $5,838 | $5,857-0.3% | $5,144+13.5% | $4,764+22.5% |
| Participant deferral / active EE | $5,117 | $5,948-14.0% | $5,198-1.5% | $5,851-12.5% |
| Admin fee / account holder | $21 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |