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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 | $141,528 | $160,070-11.6% | $147,117-3.8% | $145,897-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.02% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $4,898 | $5,285-7.3% | $4,932-0.7% | $4,663+5.1% |
| Participant deferral / active EE | $8,392 | $8,419-0.3% | $8,065+4.1% | $6,689+25.4% |
| Admin fee / account holder | $287 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |