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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 | $187,099 | $209,422-10.7% | $178,503+4.8% | $158,982+17.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.96% | 188.81%-173.9pp | 151.12%-136.2pp | 302.99%-288.0pp |
| Employer contribution / active EE | $4,833 | $5,707-15.3% | $5,011-3.6% | $4,763+1.5% |
| Participant deferral / active EE | $8,275 | $5,955+39.0% | $5,202+59.1% | $5,983+38.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |