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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 | $59,249 | $176,077-66.4% | $159,455-62.8% | $167,518-64.6% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 62.53% | 331.83%-269.3pp | 263.63%-201.1pp | 478.71%-416.2pp |
| Employer contribution / active EE | $2,264 | $5,298-57.3% | $4,830-53.1% | $4,838-53.2% |
| Participant deferral / active EE | $4,344 | $7,751-44.0% | $7,353-40.9% | $6,342-31.5% |
| Admin fee / account holder | $268 | $12,556-97.9% | $10,800-97.5% | $12,312-97.8% |