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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 | $154,145-59.6% | $130,014-52.1% | $139,427-55.4% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 16.64% | 32.49%-15.9pp | -137.22%+153.9pp | 373.27%-356.6pp |
| Employer contribution / active EE | $2,275 | $5,290-57.0% | $4,320-47.4% | $4,752-52.1% |
| Participant deferral / active EE | $5,533 | $6,711-17.5% | $5,821-4.9% | $6,711-17.6% |
| Admin fee / account holder | $128 | $14,009-99.1% | $10,616-98.8% | $11,404-98.9% |