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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 | $142,071 | $159,934-11.2% | $147,005-3.4% | $145,959-2.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.68% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $6,998 | $5,287+32.4% | $4,934+41.8% | $4,661+50.1% |
| Participant deferral / active EE | $9,242 | $8,427+9.7% | $8,070+14.5% | $6,689+38.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |