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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 | $166,163 | $176,077-5.6% | $159,455+4.2% | $167,518-0.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.11% | 331.83%-313.7pp | 263.63%-245.5pp | 478.71%-460.6pp |
| Employer contribution / active EE | $1,777 | $5,298-66.5% | $4,830-63.2% | $4,838-63.3% |
| Participant deferral / active EE | $10,120 | $7,751+30.6% | $7,353+37.6% | $6,342+59.6% |
| Admin fee / account holder | $40 | $12,556-99.7% | $10,800-99.6% | $12,312-99.7% |