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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 | $178,463 | $175,231+1.8% | $149,696+19.2% | $139,466+28.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.35% | 166.77%-149.4pp | 134.46%-117.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,147 | $5,478-60.8% | $4,821-55.5% | $4,754-54.8% |
| Participant deferral / active EE | $8,512 | $6,521+30.5% | $5,682+49.8% | $6,712+26.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |