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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 | $35,263 | $175,259-79.9% | $149,723-76.4% | $139,487-74.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.93% | 166.82%-127.9pp | 134.50%-95.6pp | 373.84%-334.9pp |
| Employer contribution / active EE | $8,246 | $5,478+50.5% | $4,821+71.0% | $4,755+73.4% |
| Participant deferral / active EE | $10,552 | $6,522+61.8% | $5,682+85.7% | $6,713+57.2% |
| Admin fee / account holder | $33 | $16,158-99.8% | $13,215-99.8% | $11,407-99.7% |