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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 | $44,577 | $167,362-73.4% | $143,799-69.0% | $134,532-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.51% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $12,209 | $5,620+117.2% | $4,952+146.5% | $4,741+157.5% |
| Participant deferral / active EE | $7,822 | $6,447+21.3% | $5,638+38.7% | $6,401+22.2% |
| Admin fee / account holder | $191 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |