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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 | $147,973 | $176,105-16.0% | $159,474-7.2% | $167,536-11.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.54% | 331.91%-320.4pp | 263.68%-252.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $7,963 | $5,299+50.3% | $4,831+64.8% | $4,839+64.6% |
| Participant deferral / active EE | $15,094 | $7,751+94.7% | $7,353+105.3% | $6,342+138.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |