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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 | $124,499 | $202,342-38.5% | $172,753-27.9% | $152,909-18.6% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 26.70% | 1029.88%-1003.2pp | 803.00%-776.3pp | 345.46%-318.8pp |
| Employer contribution / active EE | $1,842 | $5,857-68.5% | $5,144-64.2% | $4,764-61.3% |
| Participant deferral / active EE | $2,765 | $5,948-53.5% | $5,198-46.8% | $5,851-52.7% |
| Admin fee / account holder | $298 | $17,112-98.3% | $13,956-97.9% | $11,601-97.4% |