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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 | $83,103 | $154,159-46.1% | $130,026-36.1% | $139,456-40.4% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 20.45% | 32.50%-12.1pp | -137.26%+157.7pp | 373.45%-353.0pp |
| Employer contribution / active EE | $1,579 | $5,292-70.2% | $4,321-63.5% | $4,753-66.8% |
| Participant deferral / active EE | $4,276 | $6,710-36.3% | $5,821-26.5% | $6,711-36.3% |
| Admin fee / account holder | $206 | $14,001-98.5% | $10,608-98.1% | $11,407-98.2% |