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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 | $158,834 | $175,231-9.4% | $149,696+6.1% | $139,466+13.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.90% | 166.77%-147.9pp | 134.46%-115.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,971 | $5,478-45.8% | $4,821-38.4% | $4,754-37.5% |
| Participant deferral / active EE | $12,047 | $6,521+84.7% | $5,682+112.0% | $6,712+79.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |