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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 | $24,446 | $154,193-84.1% | $130,045-81.2% | $139,466-82.5% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 18.85% | 32.51%-13.7pp | -137.30%+156.2pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,558 | $5,292-70.6% | $4,321-63.9% | $4,754-67.2% |
| Participant deferral / active EE | $2,357 | $6,709-64.9% | $5,820-59.5% | $6,712-64.9% |
| Admin fee / account holder | $227 | $13,989-98.4% | $10,600-97.9% | $11,409-98.0% |