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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 | $122,007 | $190,916-36.1% | $160,037-23.8% | $134,545-9.3% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | 106.12% | 552.79%-446.7pp | 408.95%-302.8pp | 418.37%-312.2pp |
| Employer contribution / active EE | $7,134 | $4,996+42.8% | $4,226+68.8% | $4,742+50.5% |
| Participant deferral / active EE | $7,386 | $6,925+6.7% | $6,184+19.4% | $6,401+15.4% |
| Admin fee / account holder | $6 | $10,497-99.9% | $8,716-99.9% | $11,431-99.9% |