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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 | $108,739 | $175,259-38.0% | $149,723-27.4% | $139,487-22.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.43% | 166.82%-153.4pp | 134.50%-121.1pp | 373.84%-360.4pp |
| Employer contribution / active EE | $6,928 | $5,478+26.5% | $4,821+43.7% | $4,755+45.7% |
| Participant deferral / active EE | $8,897 | $6,522+36.4% | $5,682+56.6% | $6,713+32.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |