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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 | $100,983 | $160,070-36.9% | $147,117-31.4% | $145,897-30.8% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 168.03% | 98.69%+69.3pp | 420.54%-252.5pp | 552.29%-384.3pp |
| Employer contribution / active EE | $4,934 | $5,285-6.6% | $4,9320% | $4,663+5.8% |
| Participant deferral / active EE | $10,361 | $8,419+23.1% | $8,065+28.5% | $6,689+54.9% |
| Admin fee / account holder | $250 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |