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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 | $27,386 | $175,231-84.4% | $149,696-81.7% | $139,466-80.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.50% | 166.77%-136.3pp | 134.46%-104.0pp | 373.66%-343.2pp |
| Employer contribution / active EE | $10,227 | $5,478+86.7% | $4,821+112.1% | $4,754+115.1% |
| Participant deferral / active EE | $7,697 | $6,521+18.0% | $5,682+35.5% | $6,712+14.7% |
| Admin fee / account holder | $150 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |