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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 | $99,147 | $154,193-35.7% | $130,045-23.8% | $139,466-28.9% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 23.23% | 32.51%-9.3pp | -137.30%+160.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,417 | $5,292-73.2% | $4,321-67.2% | $4,754-70.2% |
| Participant deferral / active EE | $4,507 | $6,709-32.8% | $5,820-22.6% | $6,712-32.9% |
| Admin fee / account holder | $54 | $13,989-99.6% | $10,600-99.5% | $11,409-99.5% |