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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 | $11,970 | $96,361-87.6% | $80,607-85.2% | $139,456-91.4% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.7pp | 80.3%+13.4pp |
| Annual return | 72.04% | 1350.95%-1278.9pp | 936.11%-864.1pp | 373.45%-301.4pp |
| Employer contribution / active EE | $3,484 | $3,262+6.8% | $2,724+27.9% | $4,753-26.7% |
| Participant deferral / active EE | $7,138 | $5,232+36.4% | $4,448+60.5% | $6,711+6.4% |
| Admin fee / account holder | $49 | $6,601-99.3% | $5,379-99.1% | $11,407-99.6% |