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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 | $37,637 | $175,231-78.5% | $149,696-74.9% | $139,466-73.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 110.06% | 166.77%-56.7pp | 134.46%-24.4pp | 373.66%-263.6pp |
| Employer contribution / active EE | $13,665 | $5,478+149.5% | $4,821+183.5% | $4,754+187.4% |
| Participant deferral / active EE | $8,341 | $6,521+27.9% | $5,682+46.8% | $6,712+24.3% |
| Admin fee / account holder | $219 | $16,155-98.6% | $13,212-98.3% | $11,409-98.1% |