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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 | $160,177 | $176,105-9.0% | $159,474+0.4% | $167,536-4.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.10% | 331.91%-314.8pp | 263.68%-246.6pp | 478.82%-461.7pp |
| Employer contribution / active EE | $14,225 | $5,299+168.5% | $4,831+194.5% | $4,839+194.0% |
| Participant deferral / active EE | $17,631 | $7,751+127.5% | $7,353+139.8% | $6,342+178.0% |
| Admin fee / account holder | $61 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |