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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 | $150,074 | $160,040-6.2% | $147,096+2.0% | $145,877+2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.92% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $14,940 | $5,289+182.5% | $4,936+202.7% | $4,663+220.4% |
| Participant deferral / active EE | $8,258 | $8,429-2.0% | $8,071+2.3% | $6,691+23.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |