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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 | $139,174 | $160,070-13.1% | $147,117-5.4% | $145,897-4.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 21.49% | 98.69%-77.2pp | 420.54%-399.0pp | 552.29%-530.8pp |
| Employer contribution / active EE | $8,764 | $5,285+65.8% | $4,932+77.7% | $4,663+88.0% |
| Participant deferral / active EE | $20,615 | $8,419+144.9% | $8,065+155.6% | $6,689+208.2% |
| Admin fee / account holder | $49 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |