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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 | $117,090 | $202,342-42.1% | $172,753-32.2% | $152,909-23.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 29.66% | 1029.88%-1000.2pp | 803.00%-773.3pp | 345.46%-315.8pp |
| Employer contribution / active EE | $1,913 | $5,857-67.3% | $5,144-62.8% | $4,764-59.8% |
| Participant deferral / active EE | $5,313 | $5,948-10.7% | $5,198+2.2% | $5,851-9.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |