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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 | $154,909 | $165,399-6.3% | $149,745+3.4% | $158,982-2.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.89% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,268 | $7,183+1.2% | $6,843+6.2% | $5,983+21.5% |
| Admin fee / account holder | $101 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |