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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 | $162,692 | $175,257-7.2% | $149,717+8.7% | $139,456+16.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.50% | 166.70%-152.2pp | 134.41%-119.9pp | 373.45%-359.0pp |
| Employer contribution / active EE | $11,008 | $5,477+101.0% | $4,820+128.4% | $4,753+131.6% |
| Participant deferral / active EE | $14,904 | $6,521+128.6% | $5,682+162.3% | $6,711+122.1% |
| Admin fee / account holder | $203 | $16,156-98.7% | $13,213-98.5% | $11,407-98.2% |