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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 | $84,303 | $148,623-43.3% | $135,974-38.0% | $139,466-39.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.48% | 79.30%-55.8pp | 68.30%-44.8pp | 373.66%-350.2pp |
| Employer contribution / active EE | $7,301 | $5,246+39.2% | $4,859+50.3% | $4,754+53.6% |
| Participant deferral / active EE | $9,177 | $8,103+13.3% | $7,760+18.3% | $6,712+36.7% |
| Admin fee / account holder | $96 | $12,406-99.2% | $10,767-99.1% | $11,409-99.2% |