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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 | $172,368 | $175,257-1.6% | $149,717+15.1% | $139,456+23.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.25% | 166.70%-151.5pp | 134.41%-119.2pp | 373.45%-358.2pp |
| Employer contribution / active EE | $3,064 | $5,477-44.1% | $4,820-36.4% | $4,753-35.5% |
| Participant deferral / active EE | $6,520 | $6,5210% | $5,682+14.8% | $6,711-2.9% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |