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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 | $90,854 | $175,231-48.2% | $149,696-39.3% | $139,466-34.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.33% | 166.77%-137.4pp | 134.46%-105.1pp | 373.66%-344.3pp |
| Employer contribution / active EE | $11,669 | $5,478+113.0% | $4,821+142.1% | $4,754+145.5% |
| Participant deferral / active EE | $9,091 | $6,521+39.4% | $5,682+60.0% | $6,712+35.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |