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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 | $28,705 | $100,938-71.6% | $90,461-68.3% | $158,982-81.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 46.51% | 1727.20%-1680.7pp | 1294.76%-1248.3pp | 302.99%-256.5pp |
| Employer contribution / active EE | $3,359 | $3,691-9.0% | $3,264+2.9% | $4,763-29.5% |
| Participant deferral / active EE | $7,604 | $4,350+74.8% | $3,964+91.8% | $5,983+27.1% |
| Admin fee / account holder | $48 | $6,510-99.3% | $5,617-99.1% | $11,252-99.6% |