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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 | $62,232 | $154,209-59.6% | $130,062-52.2% | $139,487-55.4% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 16.64% | 32.52%-15.9pp | -137.37%+154.0pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,275 | $5,292-57.0% | $4,322-47.4% | $4,755-52.2% |
| Participant deferral / active EE | $5,533 | $6,709-17.5% | $5,821-4.9% | $6,713-17.6% |
| Admin fee / account holder | $128 | $13,988-99.1% | $10,601-98.8% | $11,407-98.9% |