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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 | $151,562 | $159,934-5.2% | $147,005+3.1% | $145,959+3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.90% | 98.24%-78.3pp | 418.76%-398.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $5,013 | $5,287-5.2% | $4,934+1.6% | $4,661+7.6% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $5 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |