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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 | $179,236 | $175,259+2.3% | $149,723+19.7% | $139,487+28.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 13.93% | 166.82%-152.9pp | 134.50%-120.6pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,133 | $5,478-61.1% | $4,821-55.8% | $4,755-55.1% |
| Participant deferral / active EE | $9,860 | $6,522+51.2% | $5,682+73.5% | $6,713+46.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |