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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 | $29,805 | $167,352-82.2% | $143,788-79.3% | $134,509-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.33% | 0.47%-5.8pp | -0.03%-5.3pp | 418.13%-423.5pp |
| Employer contribution / active EE | $1,895 | $5,620-66.3% | $4,952-61.7% | $4,741-60.0% |
| Participant deferral / active EE | $7,145 | $6,447+10.8% | $5,638+26.7% | $6,400+11.6% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |