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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 | $58,163 | $167,533-65.3% | $151,645-61.6% | $134,545-56.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -10.83% | 7.81%-18.6pp | 3.34%-14.2pp | 418.37%-429.2pp |
| Employer contribution / active EE | $3,945 | $6,828-42.2% | $6,165-36.0% | $4,742-16.8% |
| Participant deferral / active EE | $11,568 | $8,985+28.7% | $8,363+38.3% | $6,401+80.7% |
| Admin fee / account holder | $19 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |