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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 | $27,273 | $175,257-84.4% | $149,717-81.8% | $139,456-80.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 43.73% | 166.70%-123.0pp | 134.41%-90.7pp | 373.45%-329.7pp |
| Employer contribution / active EE | $8,580 | $5,477+56.7% | $4,820+78.0% | $4,753+80.5% |
| Participant deferral / active EE | $9,230 | $6,521+41.5% | $5,682+62.4% | $6,711+37.5% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |