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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 | $54,360 | $202,342-73.1% | $172,753-68.5% | $152,909-64.4% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 42.71% | 1029.88%-987.2pp | 803.00%-760.3pp | 345.46%-302.8pp |
| Employer contribution / active EE | $3,183 | $5,857-45.7% | $5,144-38.1% | $4,764-33.2% |
| Participant deferral / active EE | $6,622 | $5,948+11.3% | $5,198+27.4% | $5,851+13.2% |
| Admin fee / account holder | $263 | $17,112-98.5% | $13,956-98.1% | $11,601-97.7% |