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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 | $171,859 | $208,088-17.4% | $186,193-7.7% | $154,746+11.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.64% | 89.97%-70.3pp | 78.03%-58.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $6,541 | $4,340+50.7% | $3,918+66.9% | $4,379+49.4% |
| Participant deferral / active EE | $29,137 | $7,078+311.7% | $6,513+347.4% | $6,730+332.9% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |