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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 | $50,860 | $184,000-72.4% | $162,185-68.6% | $152,909-66.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 74.24% | 150.80%-76.6pp | 115.61%-41.4pp | 345.46%-271.2pp |
| Employer contribution / active EE | $6,213 | $6,370-2.5% | $5,613+10.7% | $4,764+30.4% |
| Participant deferral / active EE | $8,532 | $8,033+6.2% | $7,297+16.9% | $5,851+45.8% |
| Admin fee / account holder | $175 | $13,124-98.7% | $10,844-98.4% | $11,601-98.5% |