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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 | $160,040-36.9% | $147,096-31.3% | $145,877-30.8% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 168.03% | 98.49%+69.5pp | 419.75%-251.7pp | 551.28%-383.3pp |
| Employer contribution / active EE | $4,934 | $5,289-6.7% | $4,9360% | $4,663+5.8% |
| Participant deferral / active EE | $10,361 | $8,429+22.9% | $8,071+28.4% | $6,691+54.9% |
| Admin fee / account holder | $250 | $15,050-98.3% | $13,005-98.1% | $13,402-98.1% |