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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 | $150,944 | $175,212-13.9% | $149,682+0.8% | $139,427+8.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.50% | 166.63%-151.1pp | 134.35%-118.9pp | 373.27%-357.8pp |
| Employer contribution / active EE | $3,746 | $5,475-31.6% | $4,818-22.3% | $4,752-21.2% |
| Participant deferral / active EE | $8,203 | $6,520+25.8% | $5,681+44.4% | $6,711+22.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |