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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 | $120,175 | $175,231-31.4% | $149,696-19.7% | $139,466-13.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.96% | 166.77%-145.8pp | 134.46%-113.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $6,445 | $5,478+17.6% | $4,821+33.7% | $4,754+35.6% |
| Participant deferral / active EE | $6,148 | $6,521-5.7% | $5,682+8.2% | $6,712-8.4% |
| Admin fee / account holder | $217 | $16,155-98.7% | $13,212-98.4% | $11,409-98.1% |