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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 | $27,738 | $175,231-84.2% | $149,696-81.5% | $139,466-80.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.94% | 166.77%-143.8pp | 134.46%-111.5pp | 373.66%-350.7pp |
| Employer contribution / active EE | $7,878 | $5,478+43.8% | $4,821+63.4% | $4,754+65.7% |
| Participant deferral / active EE | $9,347 | $6,521+43.3% | $5,682+64.5% | $6,712+39.3% |
| Admin fee / account holder | $40 | $16,155-99.8% | $13,212-99.7% | $11,409-99.6% |