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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 | $67,932 | $88,815-23.5% | $81,882-17.0% | $145,897-53.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 175.59% | 1033.75%-858.2pp | 779.47%-603.9pp | 552.29%-376.7pp |
| Employer contribution / active EE | $5,488 | $3,086+77.8% | $2,916+88.2% | $4,663+17.7% |
| Participant deferral / active EE | $4,550 | $4,647-2.1% | $4,323+5.2% | $6,689-32.0% |
| Admin fee / account holder | $17 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |