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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 | $28,234 | $175,231-83.9% | $149,696-81.1% | $139,466-79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.30% | 166.77%-143.5pp | 134.46%-111.2pp | 373.66%-350.4pp |
| Employer contribution / active EE | $9,900 | $5,478+80.7% | $4,821+105.4% | $4,754+108.2% |
| Participant deferral / active EE | $10,534 | $6,521+61.5% | $5,682+85.4% | $6,712+56.9% |
| Admin fee / account holder | $71 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |