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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 | $36,121 | $167,353-78.4% | $143,797-74.9% | $134,545-73.2% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -18.47% | 0.48%-19.0pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,497 | $5,620-55.6% | $4,952-49.6% | $4,742-47.3% |
| Participant deferral / active EE | $5,560 | $6,447-13.8% | $5,638-1.4% | $6,401-13.1% |
| Admin fee / account holder | $263 | $18,096-98.5% | $14,679-98.2% | $11,431-97.7% |