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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 | $110,022 | $167,353-34.3% | $143,797-23.5% | $134,545-18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.55% | 0.48%-4.0pp | -0.04%-3.5pp | 418.37%-421.9pp |
| Employer contribution / active EE | $5,447 | $5,620-3.1% | $4,952+10.0% | $4,742+14.9% |
| Participant deferral / active EE | $4,015 | $6,447-37.7% | $5,638-28.8% | $6,401-37.3% |
| Admin fee / account holder | $180 | $18,096-99.0% | $14,679-98.8% | $11,431-98.4% |