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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 | $139,271 | $167,353-16.8% | $143,797-3.1% | $134,545+3.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.78% | 0.48%-17.3pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $17,362 | $5,620+208.9% | $4,952+250.6% | $4,742+266.2% |
| Participant deferral / active EE | $9,055 | $6,447+40.4% | $5,638+60.6% | $6,401+41.5% |
| Admin fee / account holder | $278 | $18,096-98.5% | $14,679-98.1% | $11,431-97.6% |