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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 | $51,042 | $154,209-66.9% | $130,062-60.8% | $139,487-63.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 17.82% | 32.52%-14.7pp | -137.37%+155.2pp | 373.84%-356.0pp |
| Employer contribution / active EE | $2,527 | $5,292-52.2% | $4,322-41.5% | $4,755-46.8% |
| Participant deferral / active EE | $8,191 | $6,709+22.1% | $5,821+40.7% | $6,713+22.0% |
| Admin fee / account holder | $284 | $13,988-98.0% | $10,601-97.3% | $11,407-97.5% |