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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 | $139,247 | $160,028-13.0% | $147,080-5.3% | $145,884-4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.82% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.0pp |
| Employer contribution / active EE | $5,171 | $5,286-2.2% | $4,933+4.8% | $4,662+10.9% |
| Participant deferral / active EE | $14,468 | $8,422+71.8% | $8,066+79.4% | $6,690+116.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |