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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 | $125,185 | $167,353-25.2% | $143,797-12.9% | $134,545-7.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.42% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $8,973 | $5,620+59.7% | $4,952+81.2% | $4,742+89.2% |
| Participant deferral / active EE | $3,622 | $6,447-43.8% | $5,638-35.8% | $6,401-43.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |