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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 | $25,736 | $175,231-85.3% | $149,696-82.8% | $139,466-81.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.63% | 166.77%-139.1pp | 134.46%-106.8pp | 373.66%-346.0pp |
| Employer contribution / active EE | $8,688 | $5,478+58.6% | $4,821+80.2% | $4,754+82.7% |
| Participant deferral / active EE | $4,522 | $6,521-30.7% | $5,682-20.4% | $6,712-32.6% |
| Admin fee / account holder | $47 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |