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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 | $82,297 | $185,312-55.6% | $161,489-49.0% | $154,746-46.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.37% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $9,306 | $4,769+95.1% | $4,268+118.0% | $4,379+112.5% |
| Participant deferral / active EE | $6,741 | $6,350+6.2% | $5,630+19.7% | $6,730+0.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |