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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 | $40,696 | $142,409-71.4% | $119,634-66.0% | $134,545-69.8% |
| Participation rate | 77.8% | 82.8%-5.1pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | -13.96% | -12.46%-1.5pp | -14.98%+1.0pp | 418.37%-432.3pp |
| Employer contribution / active EE | $7,459 | $5,224+42.8% | $4,232+76.2% | $4,742+57.3% |
| Participant deferral / active EE | $2,367 | $6,468-63.4% | $5,601-57.7% | $6,401-63.0% |
| Admin fee / account holder | $60 | $13,594-99.6% | $10,329-99.4% | $11,431-99.5% |