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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 | $23,719 | $100,938-76.5% | $90,461-73.8% | $158,982-85.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 33.91% | 1727.20%-1693.3pp | 1294.76%-1260.9pp | 302.99%-269.1pp |
| Employer contribution / active EE | $3,587 | $3,691-2.8% | $3,264+9.9% | $4,763-24.7% |
| Participant deferral / active EE | $5,709 | $4,350+31.2% | $3,964+44.0% | $5,983-4.6% |
| Admin fee / account holder | $85 | $6,510-98.7% | $5,617-98.5% | $11,252-99.2% |