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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 | $153,224 | $209,422-26.8% | $178,503-14.2% | $158,982-3.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.33% | 188.81%-176.5pp | 151.12%-138.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $6,895 | $5,707+20.8% | $5,011+37.6% | $4,763+44.8% |
| Participant deferral / active EE | $5,033 | $5,955-15.5% | $5,202-3.3% | $5,983-15.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |