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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 | $147,457 | $198,457-25.7% | $170,435-13.5% | $147,586-0.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.16% | 257.30%-240.1pp | 205.94%-188.8pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,648 | $6,183-73.3% | $5,432-69.7% | $4,876-66.2% |
| Participant deferral / active EE | $5,848 | $5,629+3.9% | $4,939+18.4% | $5,439+7.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |