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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 | $19,657 | $34,316-42.7% | $74,722-73.7% | $72,975-73.1% |
| Participation rate | 78.6% | 42.4%+36.2pp | 54.5%+24.1pp | 69.5%+9.1pp |
| Annual return | 498.80% | 26.58%+472.2pp | 753.11%-254.3pp | 81.01%+417.8pp |
| Employer contribution / active EE | $2,757 | $692+298.5% | $1,084+154.3% | $2,440+13.0% |
| Participant deferral / active EE | $6,020 | $1,272+373.4% | $1,963+206.6% | $3,608+66.9% |
| Admin fee / account holder | $95 | $2,125-95.5% | $3,335-97.1% | $5,124-98.1% |