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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 | $78,449 | $154,193-49.1% | $130,045-39.7% | $139,466-43.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 9.62% | 32.51%-22.9pp | -137.30%+146.9pp | 373.66%-364.0pp |
| Employer contribution / active EE | $3,457 | $5,292-34.7% | $4,321-20.0% | $4,754-27.3% |
| Participant deferral / active EE | $6,679 | $6,709-0.4% | $5,820+14.8% | $6,712-0.5% |
| Admin fee / account holder | $31 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |