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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 | $148,306 | $167,504-11.5% | $151,628-2.2% | $134,509+10.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.13% | 7.81%-17.9pp | 3.34%-13.5pp | 418.13%-428.3pp |
| Employer contribution / active EE | $2,956 | $6,828-56.7% | $6,165-52.0% | $4,741-37.6% |
| Participant deferral / active EE | $5,549 | $8,985-38.2% | $8,363-33.6% | $6,400-13.3% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |