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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 | $79,026 | $133,981-41.0% | $112,249-29.6% | $134,532-41.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -3.40% | 47.16%-50.6pp | 27.48%-30.9pp | 418.27%-421.7pp |
| Employer contribution / active EE | $2,648 | $4,040-34.4% | $3,636-27.2% | $4,741-44.1% |
| Participant deferral / active EE | $8,109 | $5,292+53.2% | $4,729+71.5% | $6,401+26.7% |
| Admin fee / account holder | $240 | $7,492-96.8% | $6,412-96.3% | $11,429-97.9% |