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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 | $51,294 | $154,193-66.7% | $130,045-60.6% | $139,466-63.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.73% | 32.51%-11.8pp | -137.30%+158.0pp | 373.66%-352.9pp |
| Employer contribution / active EE | $3,978 | $5,292-24.8% | $4,321-8.0% | $4,754-16.3% |
| Participant deferral / active EE | $7,249 | $6,709+8.1% | $5,820+24.6% | $6,712+8.0% |
| Admin fee / account holder | $18 | $13,989-99.9% | $10,600-99.8% | $11,409-99.8% |