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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 | $149,002 | $176,077-15.4% | $159,455-6.6% | $167,518-11.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.38% | 331.83%-318.5pp | 263.63%-250.3pp | 478.71%-465.3pp |
| Employer contribution / active EE | $3,526 | $5,298-33.5% | $4,830-27.0% | $4,838-27.1% |
| Participant deferral / active EE | $10,572 | $7,751+36.4% | $7,353+43.8% | $6,342+66.7% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |