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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 | $86,092 | $171,867-49.9% | $149,721-42.5% | $147,586-41.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 20.10% | 2113.36%-2093.3pp | 1501.67%-1481.6pp | 578.59%-558.5pp |
| Employer contribution / active EE | $4,604 | $6,275-26.6% | $5,444-15.4% | $4,876-5.6% |
| Participant deferral / active EE | $9,141 | $7,270+25.7% | $6,568+39.2% | $5,439+68.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |