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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 | $166,567 | $201,370-17.3% | $184,256-9.6% | $145,897+14.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 89.32% | 29.05%+60.3pp | 28.85%+60.5pp | 552.29%-463.0pp |
| Employer contribution / active EE | $3,576 | $7,024-49.1% | $6,427-44.4% | $4,663-23.3% |
| Participant deferral / active EE | $12,185 | $9,808+24.2% | $9,133+33.4% | $6,689+82.2% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |