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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 | $77,608 | $176,077-55.9% | $159,455-51.3% | $167,518-53.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.77% | 331.83%-321.1pp | 263.63%-252.9pp | 478.71%-467.9pp |
| Employer contribution / active EE | $14,634 | $5,298+176.2% | $4,830+203.0% | $4,838+202.4% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.7% |
| Admin fee / account holder | $154 | $12,556-98.8% | $10,800-98.6% | $12,312-98.8% |