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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 | $113,104 | $180,462-37.3% | $154,111-26.6% | $135,379-16.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | 45.20% | 888.17%-843.0pp | 735.18%-690.0pp | 519.79%-474.6pp |
| Employer contribution / active EE | $3,282 | $6,036-45.6% | $5,298-38.0% | $4,779-31.3% |
| Participant deferral / active EE | $3,328 | $5,806-42.7% | $5,081-34.5% | $5,609-40.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |