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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 | $73,282 | $175,259-58.2% | $149,723-51.1% | $139,487-47.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.27% | 166.82%-133.6pp | 134.50%-101.2pp | 373.84%-340.6pp |
| Employer contribution / active EE | $6,967 | $5,478+27.2% | $4,821+44.5% | $4,755+46.5% |
| Participant deferral / active EE | $3,244 | $6,522-50.3% | $5,682-42.9% | $6,713-51.7% |
| Admin fee / account holder | $233 | $16,158-98.6% | $13,215-98.2% | $11,407-98.0% |