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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 | $131,396 | $169,336-22.4% | $129,384+1.6% | $145,884-9.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.92% | 14408.70%-14388.8pp | 9461.77%-9441.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $4,545 | $5,540-18.0% | $4,153+9.4% | $4,662-2.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13 | $9,912-99.9% | $7,686-99.8% | $13,392-99.9% |