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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 | $24,203 | $154,209-84.3% | $130,062-81.4% | $139,487-82.6% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 19.26% | 32.52%-13.3pp | -137.37%+156.6pp | 373.84%-354.6pp |
| Employer contribution / active EE | $1,736 | $5,292-67.2% | $4,322-59.8% | $4,755-63.5% |
| Participant deferral / active EE | $4,281 | $6,709-36.2% | $5,821-26.5% | $6,713-36.2% |
| Admin fee / account holder | $79 | $13,988-99.4% | $10,601-99.3% | $11,407-99.3% |