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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 | $80,331 | $167,353-52.0% | $143,797-44.1% | $134,545-40.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -15.68% | 0.48%-16.2pp | -0.04%-15.6pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,914 | $5,620-48.1% | $4,952-41.2% | $4,742-38.5% |
| Participant deferral / active EE | $2,914 | $6,447-54.8% | $5,638-48.3% | $6,401-54.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |