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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 | $54,188 | $107,941-49.8% | $91,994-41.1% | $152,909-64.6% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.5%+5.0pp |
| Annual return | 447.89% | 89.28%+358.6pp | 69.04%+378.9pp | 345.46%+102.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,692 | $6,366-10.6% | $5,924-3.9% | $5,851-2.7% |
| Admin fee / account holder | $97 | $10,521-99.1% | $7,744-98.8% | $11,601-99.2% |