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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 | $24,578 | $142,392-82.7% | $119,622-79.5% | $134,532-81.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -16.96% | -12.46%-4.5pp | -14.98%-2.0pp | 418.27%-435.2pp |
| Employer contribution / active EE | $8,001 | $5,224+53.2% | $4,232+89.0% | $4,741+68.8% |
| Participant deferral / active EE | $15,196 | $6,467+135.0% | $5,601+171.3% | $6,401+137.4% |
| Admin fee / account holder | $102 | $13,593-99.2% | $10,328-99.0% | $11,429-99.1% |