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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 | $158,787 | $160,070-0.8% | $147,117+7.9% | $145,897+8.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,338 | $5,285-74.7% | $4,932-72.9% | $4,663-71.3% |
| Participant deferral / active EE | $3,125 | $8,419-62.9% | $8,065-61.3% | $6,689-53.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |