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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 | $106,510 | $167,353-36.4% | $143,797-25.9% | $134,545-20.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -18.16% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,260 | $5,620-42.0% | $4,952-34.2% | $4,742-31.2% |
| Participant deferral / active EE | $8,014 | $6,447+24.3% | $5,638+42.1% | $6,401+25.2% |
| Admin fee / account holder | $192 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |