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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 | $41,808 | $100,911-58.6% | $90,440-53.8% | $158,966-73.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 94.89% | 1726.62%-1631.7pp | 1294.38%-1199.5pp | 302.95%-208.1pp |
| Employer contribution / active EE | $4,177 | $3,690+13.2% | $3,263+28.0% | $4,762-12.3% |
| Participant deferral / active EE | $7,817 | $4,348+79.8% | $3,964+97.2% | $5,983+30.7% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |