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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 | $119,418 | $202,342-41.0% | $172,752-30.9% | $152,897-21.9% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 19.96% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $2,657 | $5,858-54.6% | $5,144-48.3% | $4,764-44.2% |
| Participant deferral / active EE | $5,597 | $5,948-5.9% | $5,198+7.7% | $5,851-4.4% |
| Admin fee / account holder | $39 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |