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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 | $166,919 | $168,635-1.0% | $147,617+13.1% | $125,389+33.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.80% | 77.65%-76.9pp | 61.98%-61.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $13,907 | $6,252+122.4% | $5,564+149.9% | $4,866+185.8% |
| Participant deferral / active EE | $6,089 | $5,507+10.6% | $4,895+24.4% | $5,352+13.8% |
| Admin fee / account holder | $212 | $13,580-98.4% | $11,612-98.2% | $9,541-97.8% |