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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 | $247,863 | $105,158+135.7% | $94,672+161.8% | $139,487+77.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.13% | 38.11%-20.0pp | 156.89%-138.8pp | 373.84%-355.7pp |
| Employer contribution / active EE | $7,804 | $4,107+90.0% | $3,673+112.5% | $4,755+64.1% |
| Participant deferral / active EE | $7,336 | $7,599-3.5% | $7,417-1.1% | $6,713+9.3% |
| Admin fee / account holder | $6 | $8,972-99.9% | $7,222-99.9% | $11,407-99.9% |