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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 | $70,236 | $183,539-61.7% | $155,556-54.8% | $145,897-51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 277.95% | 61.31%+216.6pp | 64.84%+213.1pp | 552.29%-274.3pp |
| Employer contribution / active EE | $8,747 | $5,315+64.6% | $4,675+87.1% | $4,663+87.6% |
| Participant deferral / active EE | $4,362 | $6,467-32.6% | $5,631-22.5% | $6,689-34.8% |
| Admin fee / account holder | $218 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |