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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 | $37,336 | $175,231-78.7% | $149,696-75.1% | $139,466-73.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 95.32% | 166.77%-71.5pp | 134.46%-39.1pp | 373.66%-278.3pp |
| Employer contribution / active EE | $7,689 | $5,478+40.4% | $4,821+59.5% | $4,754+61.7% |
| Participant deferral / active EE | $7,097 | $6,521+8.8% | $5,682+24.9% | $6,712+5.7% |
| Admin fee / account holder | $271 | $16,155-98.3% | $13,212-98.0% | $11,409-97.6% |