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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 | $174,711 | $209,428-16.6% | $178,498-2.1% | $158,950+9.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 50.97% | 188.78%-137.8pp | 151.09%-100.1pp | 302.91%-251.9pp |
| Employer contribution / active EE | $7,329 | $5,707+28.4% | $5,011+46.3% | $4,762+53.9% |
| Participant deferral / active EE | $4,393 | $5,955-26.2% | $5,202-15.6% | $5,983-26.6% |
| Admin fee / account holder | $115 | $17,077-99.3% | $13,985-99.2% | $11,248-99.0% |