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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 | $150,093 | $157,296-4.6% | $141,191+6.3% | $152,897-1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $6,513 | $5,262+23.8% | $4,736+37.5% | $4,764+36.7% |
| Participant deferral / active EE | $7,976 | $7,111+12.2% | $6,710+18.9% | $5,851+36.3% |
| Admin fee / account holder | $217 | $12,125-98.2% | $10,264-97.9% | $11,599-98.1% |