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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 | $156,588 | $159,978-2.1% | $147,041+6.5% | $145,978+7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 98.36%-79.2pp | 419.21%-400.1pp | 550.52%-531.4pp |
| Employer contribution / active EE | $4,546 | $5,288-14.0% | $4,935-7.9% | $4,662-2.5% |
| Participant deferral / active EE | $14,858 | $8,429+76.3% | $8,071+84.1% | $6,690+122.1% |
| Admin fee / account holder | $138 | $15,053-99.1% | $13,006-98.9% | $13,400-99.0% |