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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 | $71,699 | $154,159-53.5% | $130,026-44.9% | $139,456-48.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.52% | 32.50%-17.0pp | -137.26%+152.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $3,748 | $5,292-29.2% | $4,321-13.3% | $4,753-21.1% |
| Participant deferral / active EE | $9,493 | $6,710+41.5% | $5,821+63.1% | $6,711+41.4% |
| Admin fee / account holder | $2 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |