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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 | $54,899 | $148,623-63.1% | $135,974-59.6% | $139,466-60.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.96% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $8,737 | $5,246+66.5% | $4,859+79.8% | $4,754+83.8% |
| Participant deferral / active EE | $10,056 | $8,103+24.1% | $7,760+29.6% | $6,712+49.8% |
| Admin fee / account holder | $117 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |