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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 | $47,602 | $180,749-73.7% | $160,784-70.4% | $137,256-65.3% |
| Participation rate | 95.7% | 80.0%+15.7pp | 77.0%+18.7pp | 80.0%+15.7pp |
| Annual return | 120.78% | 2234.46%-2113.7pp | 1803.92%-1683.1pp | 220.34%-99.6pp |
| Employer contribution / active EE | $5,397 | $4,155+29.9% | $3,733+44.6% | $4,156+29.9% |
| Participant deferral / active EE | $11,119 | $6,844+62.5% | $6,293+76.7% | $6,407+73.6% |
| Admin fee / account holder | $258 | $10,397-97.5% | $9,717-97.3% | $12,270-97.9% |