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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 | $90,966 | $154,209-41.0% | $130,062-30.1% | $139,487-34.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.47% | 32.52%-12.1pp | -137.37%+157.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $4,099 | $5,292-22.5% | $4,322-5.2% | $4,755-13.8% |
| Participant deferral / active EE | $8,854 | $6,709+32.0% | $5,821+52.1% | $6,713+31.9% |
| Admin fee / account holder | $14 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |