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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 | $141,815 | $209,422-32.3% | $178,503-20.6% | $158,982-10.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.69% | 188.81%-174.1pp | 151.12%-136.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $8,306 | $5,707+45.5% | $5,011+65.8% | $4,763+74.4% |
| Participant deferral / active EE | $5,922 | $5,955-0.6% | $5,202+13.8% | $5,983-1.0% |
| Admin fee / account holder | $1 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |