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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 | $194,432 | $202,345-3.9% | $172,755+12.5% | $152,885+27.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 19.16% | 1029.77%-1010.6pp | 802.94%-783.8pp | 345.39%-326.2pp |
| Employer contribution / active EE | $2,288 | $5,858-60.9% | $5,144-55.5% | $4,763-52.0% |
| Participant deferral / active EE | $4,593 | $5,948-22.8% | $5,198-11.6% | $5,851-21.5% |
| Admin fee / account holder | $274 | $17,111-98.4% | $13,955-98.0% | $11,598-97.6% |