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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 | $59,144 | $102,385-42.2% | $147,080-59.8% | $80,935-26.9% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.7%+13.1pp |
| Annual return | 92.08% | 135.09%-43.0pp | 420.17%-328.1pp | 35.66%+56.4pp |
| Employer contribution / active EE | $10,180 | $3,717+173.9% | $4,933+106.3% | $2,757+269.3% |
| Participant deferral / active EE | $10,849 | $6,651+63.1% | $8,066+34.5% | $4,299+152.3% |
| Admin fee / account holder | $86 | $7,951-98.9% | $12,989-99.3% | $6,924-98.8% |