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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 | $102,393-42.2% | $147,041-59.8% | $80,911-26.9% |
| Participation rate | 80.8% | 75.9%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 92.08% | 134.95%-42.9pp | 419.21%-327.1pp | 35.63%+56.4pp |
| Employer contribution / active EE | $10,180 | $3,715+174.0% | $4,935+106.3% | $2,756+269.4% |
| Participant deferral / active EE | $10,849 | $6,647+63.2% | $8,071+34.4% | $4,297+152.5% |
| Admin fee / account holder | $86 | $7,943-98.9% | $13,006-99.3% | $6,935-98.8% |