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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 | $40,329 | $160,070-74.8% | $147,117-72.6% | $145,897-72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 178.57% | 98.69%+79.9pp | 420.54%-242.0pp | 552.29%-373.7pp |
| Employer contribution / active EE | $5,614 | $5,285+6.2% | $4,932+13.8% | $4,663+20.4% |
| Participant deferral / active EE | $20,632 | $8,419+145.0% | $8,065+155.8% | $6,689+208.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |