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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 | $39,817 | $167,362-76.2% | $143,799-72.3% | $134,532-70.4% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -19.68% | 0.47%-20.2pp | -0.04%-19.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,207 | $5,620-60.7% | $4,952-55.4% | $4,741-53.4% |
| Participant deferral / active EE | $7,087 | $6,447+9.9% | $5,638+25.7% | $6,401+10.7% |
| Admin fee / account holder | $196 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |