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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 | $146,993 | $175,231-16.1% | $149,696-1.8% | $139,466+5.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.68% | 166.77%-145.1pp | 134.46%-112.8pp | 373.66%-352.0pp |
| Employer contribution / active EE | $4,273 | $5,478-22.0% | $4,821-11.4% | $4,754-10.1% |
| Participant deferral / active EE | $20,013 | $6,521+206.9% | $5,682+252.2% | $6,712+198.2% |
| Admin fee / account holder | $4 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |