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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 | $69,827 | $209,847-66.7% | $189,520-63.2% | $167,518-58.3% |
| Participation rate | 81.3% | 88.7%-7.4pp | 87.8%-6.6pp | 82.1%-0.9pp |
| Annual return | 19.77% | 748.45%-728.7pp | 555.25%-535.5pp | 478.71%-458.9pp |
| Employer contribution / active EE | $4,441 | $6,913-35.8% | $6,161-27.9% | $4,838-8.2% |
| Participant deferral / active EE | $6,570 | $8,934-26.5% | $8,220-20.1% | $6,342+3.6% |
| Admin fee / account holder | $17 | $14,295-99.9% | $12,046-99.9% | $12,312-99.9% |