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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 | $25,221 | $175,231-85.6% | $149,696-83.2% | $139,466-81.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 246.36% | 166.77%+79.6pp | 134.46%+111.9pp | 373.66%-127.3pp |
| Employer contribution / active EE | $10,221 | $5,478+86.6% | $4,821+112.0% | $4,754+115.0% |
| Participant deferral / active EE | $9,431 | $6,521+44.6% | $5,682+66.0% | $6,712+40.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |