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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 | $62,041 | $183,539-66.2% | $155,556-60.1% | $145,897-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 59.10% | 61.31%-2.2pp | 64.84%-5.7pp | 552.29%-493.2pp |
| Employer contribution / active EE | $9,941 | $5,315+87.0% | $4,675+112.6% | $4,663+113.2% |
| Participant deferral / active EE | $6,264 | $6,467-3.1% | $5,631+11.2% | $6,689-6.4% |
| Admin fee / account holder | $8 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |