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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 | $60,455 | $157,296-61.6% | $141,191-57.2% | $152,897-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 93.26% | 64.34%+28.9pp | 71.41%+21.9pp | 345.43%-252.2pp |
| Employer contribution / active EE | $10,563 | $5,262+100.7% | $4,736+123.0% | $4,764+121.7% |
| Participant deferral / active EE | $10,579 | $7,111+48.8% | $6,710+57.7% | $5,851+80.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |