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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 | $131,035 | $175,259-25.2% | $149,723-12.5% | $139,487-6.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.23% | 166.82%-145.6pp | 134.50%-113.3pp | 373.84%-352.6pp |
| Employer contribution / active EE | $7,938 | $5,478+44.9% | $4,821+64.6% | $4,755+66.9% |
| Participant deferral / active EE | $5,766 | $6,522-11.6% | $5,682+1.5% | $6,713-14.1% |
| Admin fee / account holder | $299 | $16,158-98.1% | $13,215-97.7% | $11,407-97.4% |