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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 | $95,592 | $184,000-48.0% | $162,185-41.1% | $152,909-37.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 49.39% | 150.80%-101.4pp | 115.61%-66.2pp | 345.46%-296.1pp |
| Employer contribution / active EE | $4,855 | $6,370-23.8% | $5,613-13.5% | $4,764+1.9% |
| Participant deferral / active EE | $9,173 | $8,033+14.2% | $7,297+25.7% | $5,851+56.8% |
| Admin fee / account holder | $17 | $13,124-99.9% | $10,844-99.8% | $11,601-99.9% |