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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 | $41,884 | $154,193-72.8% | $130,045-67.8% | $139,466-70.0% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.7pp | 80.3%+0.9pp |
| Annual return | 22.23% | 32.51%-10.3pp | -137.30%+159.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $2,708 | $5,292-48.8% | $4,321-37.3% | $4,754-43.0% |
| Participant deferral / active EE | $7,067 | $6,709+5.3% | $5,820+21.4% | $6,712+5.3% |
| Admin fee / account holder | $218 | $13,989-98.4% | $10,600-97.9% | $11,409-98.1% |