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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 | $98,595 | $167,362-41.1% | $143,799-31.4% | $134,532-26.7% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -18.23% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $4,528 | $5,620-19.4% | $4,952-8.6% | $4,741-4.5% |
| Participant deferral / active EE | $4,369 | $6,447-32.2% | $5,638-22.5% | $6,401-31.7% |
| Admin fee / account holder | $281 | $18,094-98.4% | $14,677-98.1% | $11,429-97.5% |