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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 | $109,684 | $202,345-45.8% | $172,755-36.5% | $152,885-28.3% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 12.43% | 1029.77%-1017.3pp | 802.94%-790.5pp | 345.39%-333.0pp |
| Employer contribution / active EE | $1,776 | $5,858-69.7% | $5,144-65.5% | $4,763-62.7% |
| Participant deferral / active EE | $2,520 | $5,948-57.6% | $5,198-51.5% | $5,851-56.9% |
| Admin fee / account holder | $82 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |