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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 | $44,050 | $88,754-50.4% | $81,820-46.2% | $145,877-69.8% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 67.99% | 1031.77%-963.8pp | 777.93%-709.9pp | 551.28%-483.3pp |
| Employer contribution / active EE | $4,956 | $3,085+60.6% | $2,915+70.0% | $4,663+6.3% |
| Participant deferral / active EE | $10,798 | $4,648+132.3% | $4,323+149.8% | $6,691+61.4% |
| Admin fee / account holder | $10 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |