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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 | $152,205 | $175,259-13.2% | $149,723+1.7% | $139,487+9.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.23% | 166.82%-150.6pp | 134.50%-118.3pp | 373.84%-357.6pp |
| Employer contribution / active EE | $8,381 | $5,478+53.0% | $4,821+73.8% | $4,755+76.3% |
| Participant deferral / active EE | $6,436 | $6,522-1.3% | $5,682+13.3% | $6,713-4.1% |
| Admin fee / account holder | $295 | $16,158-98.2% | $13,215-97.8% | $11,407-97.4% |