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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 | $138,119 | $160,028-13.7% | $147,080-6.1% | $145,884-5.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.09% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,202 | $5,286-39.4% | $4,933-35.1% | $4,662-31.3% |
| Participant deferral / active EE | $5,233 | $8,422-37.9% | $8,066-35.1% | $6,690-21.8% |
| Admin fee / account holder | $187 | $15,030-98.8% | $12,989-98.6% | $13,392-98.6% |