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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 | $164,061 | $209,422-21.7% | $178,503-8.1% | $158,982+3.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.24% | 188.81%-177.6pp | 151.12%-139.9pp | 302.99%-291.7pp |
| Employer contribution / active EE | $4,715 | $5,707-17.4% | $5,011-5.9% | $4,763-1.0% |
| Participant deferral / active EE | $2,557 | $5,955-57.1% | $5,202-50.8% | $5,983-57.3% |
| Admin fee / account holder | $40 | $17,079-99.8% | $13,987-99.7% | $11,252-99.6% |