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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 | $143,440 | $217,432-34.0% | $185,851-22.8% | $167,553-14.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.19% | 148.43%-132.2pp | 122.11%-105.9pp | 478.89%-462.7pp |
| Employer contribution / active EE | $7,189 | $5,874+22.4% | $5,168+39.1% | $4,840+48.5% |
| Participant deferral / active EE | $7,743 | $6,357+21.8% | $5,569+39.1% | $6,343+22.1% |
| Admin fee / account holder | -$180 | $19,820-100.9% | $16,245-101.1% | $12,316-101.5% |