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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 | $180,868 | $197,637-8.5% | $177,848+1.7% | $158,982+13.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $16,584 | $6,698+147.6% | $5,919+180.2% | $4,763+248.2% |
| Participant deferral / active EE | $10,313 | $8,405+22.7% | $7,714+33.7% | $5,983+72.3% |
| Admin fee / account holder | $13 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |