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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 | $60,986 | $160,028-61.9% | $147,080-58.5% | $145,884-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 97.77% | 98.60%-0.8pp | 420.17%-322.4pp | 551.85%-454.1pp |
| Employer contribution / active EE | $6,807 | $5,286+28.8% | $4,933+38.0% | $4,662+46.0% |
| Participant deferral / active EE | $8,280 | $8,422-1.7% | $8,066+2.7% | $6,690+23.8% |
| Admin fee / account holder | $294 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |