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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% | $155,567-60.1% | $145,959-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 59.10% | 61.24%-2.1pp | 64.74%-5.6pp | 561.95%-502.8pp |
| Employer contribution / active EE | $9,941 | $5,315+87.0% | $4,674+112.7% | $4,661+113.3% |
| Participant deferral / active EE | $6,264 | $6,464-3.1% | $5,628+11.3% | $6,689-6.4% |
| Admin fee / account holder | $8 | $19,318-100.0% | $15,916-99.9% | $13,398-99.9% |