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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 | $71,534 | $183,978-61.1% | $162,171-55.9% | $152,885-53.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 14.21% | 150.78%-136.6pp | 115.60%-101.4pp | 345.39%-331.2pp |
| Employer contribution / active EE | $7,131 | $6,370+11.9% | $5,613+27.0% | $4,763+49.7% |
| Participant deferral / active EE | $19,590 | $8,033+143.9% | $7,297+168.5% | $5,851+234.8% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |