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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 | $158,392 | $175,259-9.6% | $149,723+5.8% | $139,487+13.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.93% | 166.82%-154.9pp | 134.50%-122.6pp | 373.84%-361.9pp |
| Employer contribution / active EE | $4,889 | $5,478-10.8% | $4,821+1.4% | $4,755+2.8% |
| Participant deferral / active EE | $4,593 | $6,522-29.6% | $5,682-19.2% | $6,713-31.6% |
| Admin fee / account holder | $59 | $16,158-99.6% | $13,215-99.6% | $11,407-99.5% |