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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 | $33,290 | $148,623-77.6% | $135,974-75.5% | $139,466-76.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.17% | 79.30%-67.1pp | 68.30%-56.1pp | 373.66%-361.5pp |
| Employer contribution / active EE | $9,677 | $5,246+84.5% | $4,859+99.2% | $4,754+103.6% |
| Participant deferral / active EE | $6,358 | $8,103-21.5% | $7,760-18.1% | $6,712-5.3% |
| Admin fee / account holder | $215 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |