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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 | $52,953 | $69,248-23.5% | $64,101-17.4% | $139,466-62.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 491.83% | 45.95%+445.9pp | 33.72%+458.1pp | 373.66%+118.2pp |
| Employer contribution / active EE | $3,876 | $3,185+21.7% | $2,749+41.0% | $4,754-18.5% |
| Participant deferral / active EE | $4,126 | $4,682-11.9% | $3,881+6.3% | $6,712-38.5% |
| Admin fee / account holder | $142 | $4,247-96.7% | $3,070-95.4% | $11,409-98.8% |