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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 | $186,003 | $217,432-14.5% | $185,849+0.1% | $167,536+11.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.69% | 148.42%-136.7pp | 122.10%-110.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $5,935 | $5,875+1.0% | $5,169+14.8% | $4,839+22.6% |
| Participant deferral / active EE | $6,820 | $6,357+7.3% | $5,569+22.5% | $6,342+7.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |