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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 | $137,356 | $183,516-25.2% | $155,534-11.7% | $145,884-5.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.03% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $6,360 | $5,315+19.7% | $4,675+36.0% | $4,662+36.4% |
| Participant deferral / active EE | $12,150 | $6,467+87.9% | $5,630+115.8% | $6,690+81.6% |
| Admin fee / account holder | $94 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |