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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 | $248,738 | $198,457+25.3% | $170,435+45.9% | $147,586+68.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 80.73% | 257.30%-176.6pp | 205.94%-125.2pp | 578.59%-497.9pp |
| Employer contribution / active EE | $3,346 | $6,183-45.9% | $5,432-38.4% | $4,876-31.4% |
| Participant deferral / active EE | $7,055 | $5,629+25.3% | $4,939+42.8% | $5,439+29.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |