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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 | $59,543 | $167,353-64.4% | $143,797-58.6% | $134,545-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.62% | 0.48%-19.1pp | -0.04%-18.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $4,435 | $5,620-21.1% | $4,952-10.5% | $4,742-6.5% |
| Participant deferral / active EE | $6,818 | $6,447+5.8% | $5,638+20.9% | $6,401+6.5% |
| Admin fee / account holder | $216 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |