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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 | $149,994 | $196,972-23.9% | $182,262-17.7% | $198,609-24.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.03% | 158.27%-141.2pp | 140.60%-123.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $3,095 | $5,364-42.3% | $5,046-38.7% | $5,055-38.8% |
| Participant deferral / active EE | $6,220 | $8,643-28.0% | $8,276-24.8% | $6,977-10.8% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |