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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 | $96,388-87.6% | $80,627-85.2% | $139,466-91.4% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.7pp | 80.3%+13.4pp |
| Annual return | 72.04% | 1352.08%-1280.0pp | 936.76%-864.7pp | 373.66%-301.6pp |
| Employer contribution / active EE | $3,484 | $3,260+6.9% | $2,723+27.9% | $4,754-26.7% |
| Participant deferral / active EE | $7,138 | $5,224+36.6% | $4,443+60.7% | $6,712+6.3% |
| Admin fee / account holder | $49 | $6,603-99.3% | $5,381-99.1% | $11,409-99.6% |