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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 | $56,173 | $175,259-67.9% | $149,723-62.5% | $139,487-59.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 92.98% | 166.82%-73.8pp | 134.50%-41.5pp | 373.84%-280.9pp |
| Employer contribution / active EE | $4,744 | $5,478-13.4% | $4,821-1.6% | $4,755-0.2% |
| Participant deferral / active EE | $8,569 | $6,522+31.4% | $5,682+50.8% | $6,713+27.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |