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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 | $104,809 | $154,209-32.0% | $130,062-19.4% | $139,487-24.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 14.71% | 32.52%-17.8pp | -137.37%+152.1pp | 373.84%-359.1pp |
| Employer contribution / active EE | $4,530 | $5,292-14.4% | $4,322+4.8% | $4,755-4.7% |
| Participant deferral / active EE | $11,974 | $6,709+78.5% | $5,821+105.7% | $6,713+78.4% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |