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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 | $146,537 | $198,462-26.2% | $170,439-14.0% | $147,585-0.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.88% | 257.30%-234.4pp | 205.94%-183.1pp | 578.58%-555.7pp |
| Employer contribution / active EE | $6,568 | $6,184+6.2% | $5,433+20.9% | $4,876+34.7% |
| Participant deferral / active EE | $6,612 | $5,629+17.5% | $4,939+33.9% | $5,439+21.6% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,881-99.2% | $10,886-99.0% |