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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 | $153,337 | $175,231-12.5% | $149,696+2.4% | $139,466+9.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.92% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,189 | $5,478-78.3% | $4,821-75.3% | $4,754-75.0% |
| Participant deferral / active EE | $11,787 | $6,521+80.7% | $5,682+107.4% | $6,712+75.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |