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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 | $33,370 | $175,257-81.0% | $149,717-77.7% | $139,456-76.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.47% | 166.70%-131.2pp | 134.41%-98.9pp | 373.45%-338.0pp |
| Employer contribution / active EE | $7,560 | $5,477+38.0% | $4,820+56.9% | $4,753+59.1% |
| Participant deferral / active EE | $12,600 | $6,521+93.2% | $5,682+121.8% | $6,711+87.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |