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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 | $42,354 | $144,130-70.6% | $117,861-64.1% | $147,586-71.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 54.78% | 531.20%-476.4pp | 335.11%-280.3pp | 578.59%-523.8pp |
| Employer contribution / active EE | $11,512 | $4,897+135.1% | $3,786+204.0% | $4,876+136.1% |
| Participant deferral / active EE | $8,364 | $5,316+57.3% | $4,482+86.6% | $5,439+53.8% |
| Admin fee / account holder | $152 | $10,887-98.6% | $8,021-98.1% | $10,886-98.6% |