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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 | $60,135 | $154,159-61.0% | $130,026-53.8% | $139,456-56.9% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 28.16% | 32.50%-4.3pp | -137.26%+165.4pp | 373.45%-345.3pp |
| Employer contribution / active EE | $3,190 | $5,292-39.7% | $4,321-26.2% | $4,753-32.9% |
| Participant deferral / active EE | $5,280 | $6,710-21.3% | $5,821-9.3% | $6,711-21.3% |
| Admin fee / account holder | $261 | $14,001-98.1% | $10,608-97.5% | $11,407-97.7% |