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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 | $132,695 | $175,259-24.3% | $149,723-11.4% | $139,487-4.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 166.82%-149.9pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $16,184 | $5,478+195.4% | $4,821+235.7% | $4,755+240.4% |
| Participant deferral / active EE | $8,932 | $6,522+37.0% | $5,682+57.2% | $6,713+33.1% |
| Admin fee / account holder | $18 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |