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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 | $44,110 | $167,353-73.6% | $143,797-69.3% | $134,545-67.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.89% | 0.48%-20.4pp | -0.04%-19.8pp | 418.37%-438.3pp |
| Employer contribution / active EE | $7,195 | $5,620+28.0% | $4,952+45.3% | $4,742+51.8% |
| Participant deferral / active EE | $4,393 | $6,447-31.9% | $5,638-22.1% | $6,401-31.4% |
| Admin fee / account holder | $161 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |