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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 | $49,635 | $129,737-61.7% | $119,126-58.3% | $154,746-67.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 50.46% | 379.08%-328.6pp | 282.11%-231.6pp | 172.34%-121.9pp |
| Employer contribution / active EE | $8,598 | $4,375+96.5% | $4,034+113.1% | $4,379+96.3% |
| Participant deferral / active EE | $6,461 | $5,842+10.6% | $5,318+21.5% | $6,730-4.0% |
| Admin fee / account holder | $266 | $11,961-97.8% | $10,693-97.5% | $14,365-98.2% |