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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 | $33,921 | $183,988-81.6% | $162,177-79.1% | $152,897-77.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 41.91% | 150.79%-108.9pp | 115.60%-73.7pp | 345.43%-303.5pp |
| Employer contribution / active EE | $6,281 | $6,370-1.4% | $5,613+11.9% | $4,764+31.8% |
| Participant deferral / active EE | $8,314 | $8,032+3.5% | $7,297+13.9% | $5,851+42.1% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |