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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 | $26,311 | $97,729-73.1% | $83,830-68.6% | $135,379-80.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | 59.72% | 1287.52%-1227.8pp | 850.97%-791.3pp | 519.79%-460.1pp |
| Employer contribution / active EE | $4,295 | $4,222+1.7% | $3,631+18.3% | $4,779-10.1% |
| Participant deferral / active EE | $8,860 | $4,683+89.2% | $4,082+117.1% | $5,609+58.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |