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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 | $165,499 | $175,231-5.6% | $149,696+10.6% | $139,466+18.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 24.02% | 166.77%-142.7pp | 134.46%-110.4pp | 373.66%-349.6pp |
| Employer contribution / active EE | $2,279 | $5,478-58.4% | $4,821-52.7% | $4,754-52.1% |
| Participant deferral / active EE | $5,971 | $6,521-8.4% | $5,682+5.1% | $6,712-11.0% |
| Admin fee / account holder | $13 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |