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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 | $95,958 | $173,397-44.7% | $135,987-29.4% | $145,978-34.3% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.4%+13.6pp | 80.3%+9.7pp |
| Annual return | 288.68% | 1165.22%-876.5pp | 579.77%-291.1pp | 550.52%-261.8pp |
| Employer contribution / active EE | $5,000 | $5,281-5.3% | $4,214+18.7% | $4,662+7.3% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,400-100.0% |