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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 | $120,761 | $142,392-15.2% | $119,622+1.0% | $134,532-10.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.85% | -12.46%-4.4pp | -14.98%-1.9pp | 418.27%-435.1pp |
| Employer contribution / active EE | $4,894 | $5,224-6.3% | $4,232+15.6% | $4,741+3.2% |
| Participant deferral / active EE | $7,459 | $6,467+15.3% | $5,601+33.2% | $6,401+16.5% |
| Admin fee / account holder | $20 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |