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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 | $77,663 | $175,231-55.7% | $149,696-48.1% | $139,466-44.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.07% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $9,585 | $5,478+75.0% | $4,821+98.8% | $4,754+101.6% |
| Participant deferral / active EE | $6,920 | $6,521+6.1% | $5,682+21.8% | $6,712+3.1% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |