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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 | $175,259-13.9% | $149,723+0.8% | $139,487+8.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.50% | 166.82%-151.3pp | 134.50%-119.0pp | 373.84%-358.3pp |
| Employer contribution / active EE | $3,746 | $5,478-31.6% | $4,821-22.3% | $4,755-21.2% |
| Participant deferral / active EE | $8,203 | $6,522+25.8% | $5,682+44.4% | $6,713+22.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |