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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 | $135,249 | $162,529-16.8% | $130,788+3.4% | $154,746-12.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.27% | 510.48%-491.2pp | 386.44%-367.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,596 | $4,447+3.3% | $3,558+29.2% | $4,379+5.0% |
| Participant deferral / active EE | $13,792 | $4,808+186.8% | $4,137+233.4% | $6,730+104.9% |
| Admin fee / account holder | $7 | $7,669-99.9% | $6,673-99.9% | $14,365-99.9% |