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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 | $149,441 | $175,231-14.7% | $149,696-0.2% | $139,466+7.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.38% | 166.77%-147.4pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $6,162 | $5,478+12.5% | $4,821+27.8% | $4,754+29.6% |
| Participant deferral / active EE | $5,911 | $6,521-9.4% | $5,682+4.0% | $6,712-11.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |