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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 | $26,544 | $175,231-84.9% | $149,696-82.3% | $139,466-81.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 87.65% | 166.77%-79.1pp | 134.46%-46.8pp | 373.66%-286.0pp |
| Employer contribution / active EE | $4,802 | $5,478-12.3% | $4,821-0.4% | $4,754+1.0% |
| Participant deferral / active EE | $7,076 | $6,521+8.5% | $5,682+24.5% | $6,712+5.4% |
| Admin fee / account holder | $113 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |