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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 | $100,649 | $176,688-43.0% | $130,660-23.0% | $152,885-34.2% |
| Participation rate | 78.3% | 79.0%-0.7pp | 71.7%+6.5pp | 82.5%-4.2pp |
| Annual return | 27.22% | 2693.08%-2665.9pp | 1709.29%-1682.1pp | 345.39%-318.2pp |
| Employer contribution / active EE | $17,263 | $5,743+200.6% | $4,092+321.8% | $4,763+262.4% |
| Participant deferral / active EE | $5,416 | $4,362+24.2% | $3,603+50.3% | $5,851-7.4% |
| Admin fee / account holder | $176 | $7,131-97.5% | $5,463-96.8% | $11,598-98.5% |