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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 | $73,919 | $148,582-50.3% | $135,942-45.6% | $139,456-47.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.73% | 79.26%-29.5pp | 68.28%-18.5pp | 373.45%-323.7pp |
| Employer contribution / active EE | $8,554 | $5,245+63.1% | $4,858+76.1% | $4,753+80.0% |
| Participant deferral / active EE | $21,738 | $8,101+168.3% | $7,759+180.2% | $6,711+223.9% |
| Admin fee / account holder | $8 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |