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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 | $134,691 | $167,362-19.5% | $143,799-6.3% | $134,532+0.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.26% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $8,371 | $5,620+48.9% | $4,952+69.0% | $4,741+76.6% |
| Participant deferral / active EE | $6,709 | $6,447+4.1% | $5,638+19.0% | $6,401+4.8% |
| Admin fee / account holder | $9 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |