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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 | $120,987 | $144,124-16.1% | $117,857+2.7% | $147,585-18.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.23% | 531.17%-513.9pp | 335.09%-317.9pp | 578.57%-561.3pp |
| Employer contribution / active EE | $2,044 | $4,897-58.3% | $3,786-46.0% | $4,876-58.1% |
| Participant deferral / active EE | $5,836 | $5,316+9.8% | $4,482+30.2% | $5,439+7.3% |
| Admin fee / account holder | $117 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |