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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 | $43,934 | $99,011-55.6% | $86,582-49.3% | $147,586-70.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 106.62% | 1312.75%-1206.1pp | 965.08%-858.5pp | 578.59%-472.0pp |
| Employer contribution / active EE | $5,207 | $3,132+66.2% | $2,839+83.4% | $4,876+6.8% |
| Participant deferral / active EE | $7,957 | $3,972+100.3% | $3,609+120.5% | $5,439+46.3% |
| Admin fee / account holder | $244 | $5,709-95.7% | $4,904-95.0% | $10,886-97.8% |