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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 | $175,212-24.3% | $149,682-11.3% | $139,427-4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 166.63%-149.8pp | 134.35%-117.5pp | 373.27%-356.4pp |
| Employer contribution / active EE | $16,184 | $5,475+195.6% | $4,818+235.9% | $4,752+240.6% |
| Participant deferral / active EE | $8,932 | $6,520+37.0% | $5,681+57.2% | $6,711+33.1% |
| Admin fee / account holder | $18 | $16,150-99.9% | $13,210-99.9% | $11,404-99.8% |