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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 | $95,439 | $148,623-35.8% | $135,974-29.8% | $139,466-31.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.08% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.6pp |
| Employer contribution / active EE | $13,573 | $5,246+158.7% | $4,859+179.3% | $4,754+185.5% |
| Participant deferral / active EE | $7,973 | $8,103-1.6% | $7,760+2.7% | $6,712+18.8% |
| Admin fee / account holder | $33 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |