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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 | $78,223 | $198,461-60.6% | $170,436-54.1% | $147,585-47.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 332.92% | 257.30%+75.6pp | 205.94%+127.0pp | 578.57%-245.7pp |
| Employer contribution / active EE | $9,185 | $6,184+48.5% | $5,433+69.1% | $4,876+88.4% |
| Participant deferral / active EE | $6,651 | $5,629+18.2% | $4,939+34.7% | $5,439+22.3% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |