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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 | $96,169 | $114,093-15.7% | $96,1710% | $167,536-42.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 46.07% | 190.00%-143.9pp | 192.04%-146.0pp | 478.82%-432.7pp |
| Employer contribution / active EE | $9,068 | $3,429+164.4% | $2,799+224.0% | $4,839+87.4% |
| Participant deferral / active EE | $13,353 | $5,197+156.9% | $4,350+206.9% | $6,342+110.5% |
| Admin fee / account holder | $286 | $6,899-95.8% | $5,538-94.8% | $12,315-97.7% |