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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 | $155,111 | $217,432-28.7% | $185,849-16.5% | $167,536-7.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.87% | 148.42%-133.5pp | 122.10%-107.2pp | 478.82%-463.9pp |
| Employer contribution / active EE | $9,927 | $5,875+69.0% | $5,169+92.1% | $4,839+105.1% |
| Participant deferral / active EE | $5,200 | $6,357-18.2% | $5,569-6.6% | $6,342-18.0% |
| Admin fee / account holder | $185 | $19,818-99.1% | $16,244-98.9% | $12,315-98.5% |