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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 | $64,044 | $159,934-60.0% | $147,005-56.4% | $145,959-56.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 132.80% | 98.24%+34.6pp | 418.76%-286.0pp | 561.95%-429.1pp |
| Employer contribution / active EE | $2,531 | $5,287-52.1% | $4,934-48.7% | $4,661-45.7% |
| Participant deferral / active EE | $4,966 | $8,427-41.1% | $8,070-38.5% | $6,689-25.8% |
| Admin fee / account holder | $80 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |