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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 | $154,335 | $183,592-15.9% | $155,567-0.8% | $145,959+5.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 38.06% | 61.24%-23.2pp | 64.74%-26.7pp | 561.95%-523.9pp |
| Employer contribution / active EE | $6,048 | $5,315+13.8% | $4,674+29.4% | $4,661+29.8% |
| Participant deferral / active EE | $4,308 | $6,464-33.4% | $5,628-23.5% | $6,689-35.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |