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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 | $151,589 | $166,131-8.8% | $164,975-8.1% | $145,877+3.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.51% | 100.37%-88.9pp | 70.12%-58.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $11,565 | $5,276+119.2% | $4,343+166.3% | $4,663+148.0% |
| Participant deferral / active EE | $10,308 | $6,962+48.1% | $6,033+70.9% | $6,691+54.1% |
| Admin fee / account holder | $51 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |