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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 | $132,068 | $160,040-17.5% | $147,096-10.2% | $145,877-9.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $5,563 | $5,289+5.2% | $4,936+12.7% | $4,663+19.3% |
| Participant deferral / active EE | $2,600 | $8,429-69.2% | $8,071-67.8% | $6,691-61.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |