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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 | $47,960 | $96,678-50.4% | $86,640-44.6% | $139,466-65.6% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 50.33% | 106.69%-56.4pp | 592.52%-542.2pp | 373.66%-323.3pp |
| Employer contribution / active EE | $4,419 | $3,265+35.3% | $3,024+46.1% | $4,754-7.1% |
| Participant deferral / active EE | $8,928 | $4,837+84.6% | $4,438+101.2% | $6,712+33.0% |
| Admin fee / account holder | $141 | $6,410-97.8% | $5,616-97.5% | $11,409-98.8% |