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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 | $65,321 | $148,623-56.0% | $135,974-52.0% | $139,466-53.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.78% | 79.30%-65.5pp | 68.30%-54.5pp | 373.66%-359.9pp |
| Employer contribution / active EE | $17,801 | $5,246+239.3% | $4,859+266.4% | $4,754+274.4% |
| Participant deferral / active EE | $10,000 | $8,103+23.4% | $7,760+28.9% | $6,712+49.0% |
| Admin fee / account holder | $76 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |