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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 | $80,206 | $167,353-52.1% | $143,797-44.2% | $134,545-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.73% | 0.48%-15.2pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $3,357 | $5,620-40.3% | $4,952-32.2% | $4,742-29.2% |
| Participant deferral / active EE | $3,080 | $6,447-52.2% | $5,638-45.4% | $6,401-51.9% |
| Admin fee / account holder | $87 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |