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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 | $149,516 | $167,353-10.7% | $143,797+4.0% | $134,545+11.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.55% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $5,368 | $5,620-4.5% | $4,952+8.4% | $4,742+13.2% |
| Participant deferral / active EE | $8,375 | $6,447+29.9% | $5,638+48.5% | $6,401+30.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |