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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 | $182,000 | $217,427-16.3% | $185,837-2.1% | $167,518+8.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.55% | 148.39%-130.8pp | 122.08%-104.5pp | 478.71%-461.2pp |
| Employer contribution / active EE | $3,740 | $5,874-36.3% | $5,168-27.6% | $4,838-22.7% |
| Participant deferral / active EE | $6,193 | $6,357-2.6% | $5,568+11.2% | $6,342-2.4% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |