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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 | $161,958 | $167,362-3.2% | $143,799+12.6% | $134,532+20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.45% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,329 | $5,620-58.6% | $4,952-53.0% | $4,741-50.9% |
| Participant deferral / active EE | $4,728 | $6,447-26.7% | $5,638-16.2% | $6,401-26.1% |
| Admin fee / account holder | $119 | $18,094-99.3% | $14,677-99.2% | $11,429-99.0% |