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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 | $59,075 | $167,353-64.7% | $143,797-58.9% | $134,545-56.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.81% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,031 | $5,620-63.9% | $4,952-59.0% | $4,742-57.2% |
| Participant deferral / active EE | $4,582 | $6,447-28.9% | $5,638-18.7% | $6,401-28.4% |
| Admin fee / account holder | $70 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |