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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 | $154,437 | $160,070-3.5% | $147,117+5.0% | $145,897+5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,997 | $5,285-43.3% | $4,932-39.2% | $4,663-35.7% |
| Participant deferral / active EE | $6,996 | $8,419-16.9% | $8,065-13.3% | $6,689+4.6% |
| Admin fee / account holder | $226 | $15,035-98.5% | $12,993-98.3% | $13,390-98.3% |