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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 | $61,744 | $167,353-63.1% | $143,797-57.1% | $134,545-54.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -3.98% | 0.48%-4.5pp | -0.04%-3.9pp | 418.37%-422.3pp |
| Employer contribution / active EE | $7,144 | $5,620+27.1% | $4,952+44.3% | $4,742+50.7% |
| Participant deferral / active EE | $3,406 | $6,447-47.2% | $5,638-39.6% | $6,401-46.8% |
| Admin fee / account holder | $10 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |