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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 | $90,475 | $183,539-50.7% | $155,556-41.8% | $145,897-38.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.31%-49.8pp | 64.84%-53.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $9,188 | $5,315+72.9% | $4,675+96.5% | $4,663+97.1% |
| Participant deferral / active EE | $6,382 | $6,467-1.3% | $5,631+13.3% | $6,689-4.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |