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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 | $135,544 | $159,934-15.3% | $147,005-7.8% | $145,959-7.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.35% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $10,794 | $5,287+104.1% | $4,934+118.8% | $4,661+131.6% |
| Participant deferral / active EE | $10,929 | $8,427+29.7% | $8,070+35.4% | $6,689+63.4% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |