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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 | $154,159-49.1% | $130,026-39.7% | $139,456-43.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 9.62% | 32.50%-22.9pp | -137.26%+146.9pp | 373.45%-363.8pp |
| Employer contribution / active EE | $3,457 | $5,292-34.7% | $4,321-20.0% | $4,753-27.3% |
| Participant deferral / active EE | $6,679 | $6,710-0.5% | $5,821+14.7% | $6,711-0.5% |
| Admin fee / account holder | $31 | $14,001-99.8% | $10,608-99.7% | $11,407-99.7% |