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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 | $152,416 | $160,070-4.8% | $147,117+3.6% | $145,897+4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 98.69%-84.6pp | 420.54%-406.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $5,924 | $5,285+12.1% | $4,932+20.1% | $4,663+27.1% |
| Participant deferral / active EE | $19,528 | $8,419+131.9% | $8,065+142.1% | $6,689+191.9% |
| Admin fee / account holder | $37 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |