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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 | $54,224 | $99,009-45.2% | $86,581-37.4% | $147,585-63.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 20.29% | 1312.70%-1292.4pp | 965.06%-944.8pp | 578.58%-558.3pp |
| Employer contribution / active EE | $8,204 | $3,132+161.9% | $2,840+188.9% | $4,876+68.2% |
| Participant deferral / active EE | $4,486 | $3,972+12.9% | $3,609+24.3% | $5,439-17.5% |
| Admin fee / account holder | -$34 | $5,709-100.6% | $4,904-100.7% | $10,886-100.3% |