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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 | $26,689 | $148,623-82.0% | $135,974-80.4% | $139,466-80.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 112.86% | 79.30%+33.6pp | 68.30%+44.6pp | 373.66%-260.8pp |
| Employer contribution / active EE | $7,468 | $5,246+42.3% | $4,859+53.7% | $4,754+57.1% |
| Participant deferral / active EE | $10,974 | $8,103+35.4% | $7,760+41.4% | $6,712+63.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |