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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 | $23,826 | $160,040-85.1% | $147,096-83.8% | $145,877-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.08% | 98.49%-61.4pp | 419.75%-382.7pp | 551.28%-514.2pp |
| Employer contribution / active EE | $4,751 | $5,289-10.2% | $4,936-3.8% | $4,663+1.9% |
| Participant deferral / active EE | $6,262 | $8,429-25.7% | $8,071-22.4% | $6,691-6.4% |
| Admin fee / account holder | $164 | $15,050-98.9% | $13,005-98.7% | $13,402-98.8% |