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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 | $187,151 | $148,623+25.9% | $135,974+37.6% | $139,466+34.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.68% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,505 | $5,246-52.3% | $4,859-48.5% | $4,754-47.3% |
| Participant deferral / active EE | $12,710 | $8,103+56.9% | $7,760+63.8% | $6,712+89.4% |
| Admin fee / account holder | $7 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |