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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 | $164,927 | $217,427-24.1% | $185,837-11.3% | $167,518-1.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.61% | 148.39%-134.8pp | 122.08%-108.5pp | 478.71%-465.1pp |
| Employer contribution / active EE | $8,257 | $5,874+40.6% | $5,168+59.8% | $4,838+70.7% |
| Participant deferral / active EE | $9,749 | $6,357+53.4% | $5,568+75.1% | $6,342+53.7% |
| Admin fee / account holder | $9 | $19,816-100.0% | $16,241-99.9% | $12,312-99.9% |