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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 | $174,635 | $217,427-19.7% | $185,837-6.0% | $167,518+4.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.58% | 148.39%-132.8pp | 122.08%-106.5pp | 478.71%-463.1pp |
| Employer contribution / active EE | $9,694 | $5,874+65.0% | $5,168+87.6% | $4,838+100.4% |
| Participant deferral / active EE | $8,297 | $6,357+30.5% | $5,568+49.0% | $6,342+30.8% |
| Admin fee / account holder | $68 | $19,816-99.7% | $16,241-99.6% | $12,312-99.4% |