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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 | $48,866 | $154,193-68.3% | $130,045-62.4% | $139,466-65.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 19.74% | 32.51%-12.8pp | -137.30%+157.0pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,712 | $5,292-48.8% | $4,321-37.2% | $4,754-43.0% |
| Participant deferral / active EE | $6,312 | $6,709-5.9% | $5,820+8.5% | $6,712-6.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |