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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 | $150,470 | $166,242-9.5% | $165,071-8.8% | $145,884+3.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.82% | 100.44%-84.6pp | 70.17%-54.4pp | 551.85%-536.0pp |
| Employer contribution / active EE | $6,029 | $5,283+14.1% | $4,347+38.7% | $4,662+29.3% |
| Participant deferral / active EE | $11,160 | $6,964+60.3% | $6,035+84.9% | $6,690+66.8% |
| Admin fee / account holder | $48 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |