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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 | $36,313 | $156,927-76.9% | $121,169-70.0% | $139,456-74.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 34.66% | 1475.85%-1441.2pp | 986.71%-952.0pp | 373.45%-338.8pp |
| Employer contribution / active EE | $8,705 | $5,542+57.1% | $4,168+108.9% | $4,753+83.2% |
| Participant deferral / active EE | $7,763 | $4,848+60.1% | $4,083+90.2% | $6,711+15.7% |
| Admin fee / account holder | $4 | $6,946-99.9% | $5,645-99.9% | $11,407-100.0% |