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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 | $35,310 | $171,867-79.5% | $149,721-76.4% | $147,586-76.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 12.65% | 2113.36%-2100.7pp | 1501.67%-1489.0pp | 578.59%-565.9pp |
| Employer contribution / active EE | $7,254 | $6,275+15.6% | $5,444+33.2% | $4,876+48.8% |
| Participant deferral / active EE | $5,011 | $7,270-31.1% | $6,568-23.7% | $5,439-7.9% |
| Admin fee / account holder | $71 | $13,799-99.5% | $11,282-99.4% | $10,886-99.3% |