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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 | $36,502 | $160,070-77.2% | $147,117-75.2% | $145,897-75.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.47% | 98.69%-74.2pp | 420.54%-396.1pp | 552.29%-527.8pp |
| Employer contribution / active EE | $8,857 | $5,285+67.6% | $4,932+79.6% | $4,663+90.0% |
| Participant deferral / active EE | $3,413 | $8,419-59.5% | $8,065-57.7% | $6,689-49.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |