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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 | $47,335 | $138,076-65.7% | $123,553-61.7% | $135,380-65.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 342.89% | 153.70%+189.2pp | 119.21%+223.7pp | 519.81%-176.9pp |
| Employer contribution / active EE | $6,600 | $5,152+28.1% | $4,628+42.6% | $4,779+38.1% |
| Participant deferral / active EE | $6,600 | $6,800-2.9% | $6,426+2.7% | $5,609+17.7% |
| Admin fee / account holder | $42 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |