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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 | $67,641 | $156,970-56.9% | $121,210-44.2% | $139,487-51.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 19.47% | 1477.10%-1457.6pp | 987.41%-967.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,123 | $4,849+88.1% | $4,084+123.4% | $6,713+35.9% |
| Admin fee / account holder | $256 | $6,947-96.3% | $5,647-95.5% | $11,407-97.8% |