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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 | $183,592-66.2% | $155,574-60.1% | $145,877-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 59.10% | 61.37%-2.3pp | 64.87%-5.8pp | 551.28%-492.2pp |
| Employer contribution / active EE | $9,941 | $5,317+87.0% | $4,676+112.6% | $4,663+113.2% |
| Participant deferral / active EE | $6,264 | $6,466-3.1% | $5,629+11.3% | $6,691-6.4% |
| Admin fee / account holder | $8 | $19,316-100.0% | $15,914-99.9% | $13,402-99.9% |