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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 | $129,993 | $167,362-22.3% | $143,799-9.6% | $134,532-3.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -16.63% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $3,189 | $5,620-43.3% | $4,952-35.6% | $4,741-32.7% |
| Participant deferral / active EE | $8,252 | $6,447+28.0% | $5,638+46.4% | $6,401+28.9% |
| Admin fee / account holder | $44 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |