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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 | $106,572 | $202,342-47.3% | $172,752-38.3% | $152,897-30.3% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 22.60% | 1029.83%-1007.2pp | 802.97%-780.4pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,195 | $5,858-62.5% | $5,144-57.3% | $4,764-53.9% |
| Participant deferral / active EE | $3,608 | $5,948-39.3% | $5,198-30.6% | $5,851-38.3% |
| Admin fee / account holder | $186 | $17,111-98.9% | $13,955-98.7% | $11,599-98.4% |