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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 | $155,412 | $175,259-11.3% | $149,723+3.8% | $139,487+11.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.86% | 166.82%-150.0pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $5,064 | $5,478-7.6% | $4,821+5.0% | $4,755+6.5% |
| Participant deferral / active EE | $5,012 | $6,522-23.2% | $5,682-11.8% | $6,713-25.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |