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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 | $143,003 | $160,070-10.7% | $147,117-2.8% | $145,897-2.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.20% | 98.69%-81.5pp | 420.54%-403.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $6,502 | $5,285+23.0% | $4,932+31.8% | $4,663+39.4% |
| Participant deferral / active EE | $24,201 | $8,419+187.4% | $8,065+200.1% | $6,689+261.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |