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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 | $155,692 | $160,040-2.7% | $147,096+5.8% | $145,877+6.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.52% | 98.49%-74.0pp | 419.75%-395.2pp | 551.28%-526.8pp |
| Employer contribution / active EE | $6,120 | $5,289+15.7% | $4,936+24.0% | $4,663+31.2% |
| Participant deferral / active EE | $27,667 | $8,429+228.2% | $8,071+242.8% | $6,691+313.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |