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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 | $56,674 | $142,409-60.2% | $119,634-52.6% | $134,545-57.9% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -17.32% | -12.46%-4.9pp | -14.98%-2.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,238 | $5,224-76.3% | $4,232-70.7% | $4,742-73.9% |
| Participant deferral / active EE | $6,459 | $6,468-0.1% | $5,601+15.3% | $6,401+0.9% |
| Admin fee / account holder | $25 | $13,594-99.8% | $10,329-99.8% | $11,431-99.8% |