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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 | $88,856 | $148,623-40.2% | $135,974-34.7% | $139,466-36.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.82% | 79.30%-44.5pp | 68.30%-33.5pp | 373.66%-338.8pp |
| Employer contribution / active EE | $6,603 | $5,246+25.9% | $4,859+35.9% | $4,754+38.9% |
| Participant deferral / active EE | $18,708 | $8,103+130.9% | $7,760+141.1% | $6,712+178.7% |
| Admin fee / account holder | $211 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |