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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 | $143,992 | $160,040-10.0% | $147,096-2.1% | $145,877-1.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $6,966 | $5,289+31.7% | $4,936+41.1% | $4,663+49.4% |
| Participant deferral / active EE | $18,850 | $8,429+123.6% | $8,071+133.6% | $6,691+181.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |