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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 | $181,019 | $209,422-13.6% | $178,503+1.4% | $158,982+13.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.37% | 188.81%-171.4pp | 151.12%-133.7pp | 302.99%-285.6pp |
| Employer contribution / active EE | $5,844 | $5,707+2.4% | $5,011+16.6% | $4,763+22.7% |
| Participant deferral / active EE | $5,367 | $5,955-9.9% | $5,202+3.2% | $5,983-10.3% |
| Admin fee / account holder | $187 | $17,079-98.9% | $13,987-98.7% | $11,252-98.3% |