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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 | $132,239 | $175,257-24.5% | $149,717-11.7% | $139,456-5.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.15% | 166.70%-139.5pp | 134.41%-107.3pp | 373.45%-346.3pp |
| Employer contribution / active EE | $7,695 | $5,477+40.5% | $4,820+59.7% | $4,753+61.9% |
| Participant deferral / active EE | $6,844 | $6,521+4.9% | $5,682+20.5% | $6,711+2.0% |
| Admin fee / account holder | $149 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |