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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 | $84,817 | $97,020-12.6% | $83,322+1.8% | $135,379-37.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.00% | 12.31%-21.3pp | 10.64%-19.6pp | 519.79%-528.8pp |
| Employer contribution / active EE | $9,917 | $4,144+139.3% | $3,379+193.5% | $4,779+107.5% |
| Participant deferral / active EE | $7,630 | $5,964+27.9% | $5,565+37.1% | $5,609+36.0% |
| Admin fee / account holder | $15 | $8,426-99.8% | $7,540-99.8% | $10,828-99.9% |