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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 | $68,047 | $184,000-63.0% | $162,185-58.0% | $152,909-55.5% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.5%-12.5pp |
| Annual return | 27.47% | 150.80%-123.3pp | 115.61%-88.1pp | 345.46%-318.0pp |
| Employer contribution / active EE | $5,237 | $6,370-17.8% | $5,613-6.7% | $4,764+9.9% |
| Participant deferral / active EE | $8,062 | $8,033+0.4% | $7,297+10.5% | $5,851+37.8% |
| Admin fee / account holder | $263 | $13,124-98.0% | $10,844-97.6% | $11,601-97.7% |