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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 | $114,659 | $167,323-31.5% | $143,770-20.2% | $134,493-14.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.91% | 0.47%-18.4pp | -0.04%-17.9pp | 418.01%-435.9pp |
| Employer contribution / active EE | $3,658 | $5,619-34.9% | $4,951-26.1% | $4,740-22.8% |
| Participant deferral / active EE | $13,500 | $6,446+109.4% | $5,638+139.5% | $6,400+110.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |