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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 | $24,900 | $175,257-85.8% | $149,717-83.4% | $139,456-82.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.42% | 166.70%-129.3pp | 134.41%-97.0pp | 373.45%-336.0pp |
| Employer contribution / active EE | $9,723 | $5,477+77.5% | $4,820+101.7% | $4,753+104.6% |
| Participant deferral / active EE | $5,314 | $6,521-18.5% | $5,682-6.5% | $6,711-20.8% |
| Admin fee / account holder | $181 | $16,156-98.9% | $13,213-98.6% | $11,407-98.4% |