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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 | $34,728 | $176,077-80.3% | $159,455-78.2% | $167,518-79.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 87.64% | 331.83%-244.2pp | 263.63%-176.0pp | 478.71%-391.1pp |
| Employer contribution / active EE | $8,202 | $5,298+54.8% | $4,830+69.8% | $4,838+69.5% |
| Participant deferral / active EE | $8,433 | $7,751+8.8% | $7,353+14.7% | $6,342+33.0% |
| Admin fee / account holder | $227 | $12,556-98.2% | $10,800-97.9% | $12,312-98.2% |