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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 | $52,544 | $99,647-47.3% | $86,439-39.2% | $134,509-60.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -9.35% | 6784.13%-6793.5pp | 4395.55%-4404.9pp | 418.13%-427.5pp |
| Employer contribution / active EE | $5,164 | $4,401+17.3% | $3,769+37.0% | $4,741+8.9% |
| Participant deferral / active EE | $5,164 | $7,246-28.7% | $6,952-25.7% | $6,400-19.3% |
| Admin fee / account holder | $5 | $8,373-99.9% | $6,732-99.9% | $11,427-100.0% |