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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 | $94,762 | $175,231-45.9% | $149,696-36.7% | $139,466-32.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.83% | 166.77%-146.9pp | 134.46%-114.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $8,198 | $5,478+49.7% | $4,821+70.1% | $4,754+72.4% |
| Participant deferral / active EE | $6,326 | $6,521-3.0% | $5,682+11.3% | $6,712-5.8% |
| Admin fee / account holder | $17 | $16,155-99.9% | $13,212-99.9% | $11,409-99.8% |