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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 | $33,014 | $167,353-80.3% | $143,797-77.0% | $134,545-75.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,609 | $5,620-71.4% | $4,952-67.5% | $4,742-66.1% |
| Participant deferral / active EE | $6,213 | $6,447-3.6% | $5,638+10.2% | $6,401-2.9% |
| Admin fee / account holder | $297 | $18,096-98.4% | $14,679-98.0% | $11,431-97.4% |