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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 | $75,756 | $202,342-62.6% | $172,753-56.1% | $152,909-50.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 24.89% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $1,875 | $5,857-68.0% | $5,144-63.5% | $4,764-60.6% |
| Participant deferral / active EE | $2,620 | $5,948-56.0% | $5,198-49.6% | $5,851-55.2% |
| Admin fee / account holder | $176 | $17,112-99.0% | $13,956-98.7% | $11,601-98.5% |