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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 | $212,333 | $167,352+26.9% | $143,788+47.7% | $134,509+57.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.46% | 0.47%-16.9pp | -0.03%-16.4pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,237 | $5,620-78.0% | $4,952-75.0% | $4,741-73.9% |
| Participant deferral / active EE | $5,289 | $6,447-18.0% | $5,638-6.2% | $6,400-17.4% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |