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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 | $35,535 | $102,595-65.4% | $94,057-62.2% | $154,746-77.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.28% | 583.42%-559.1pp | 480.62%-456.3pp | 172.34%-148.1pp |
| Employer contribution / active EE | $4,951 | $3,147+57.3% | $2,933+68.8% | $4,379+13.1% |
| Participant deferral / active EE | $7,644 | $5,118+49.3% | $4,709+62.3% | $6,730+13.6% |
| Admin fee / account holder | $26 | $7,736-99.7% | $7,244-99.6% | $14,365-99.8% |