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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 | $27,463 | $149,040-81.6% | $120,225-77.2% | $137,256-80.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 27.15% | 605.68%-578.5pp | 439.23%-412.1pp | 220.34%-193.2pp |
| Employer contribution / active EE | $6,341 | $4,350+45.8% | $3,475+82.5% | $4,156+52.6% |
| Participant deferral / active EE | $6,341 | $4,655+36.2% | $3,999+58.6% | $6,407-1.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |