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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 | $47,188 | $175,231-73.1% | $149,696-68.5% | $139,466-66.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.02% | 166.77%-148.8pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $9,594 | $5,478+75.1% | $4,821+99.0% | $4,754+101.8% |
| Participant deferral / active EE | $7,587 | $6,521+16.3% | $5,682+33.5% | $6,712+13.0% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |