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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 | $157,596 | $167,362-5.8% | $143,799+9.6% | $134,532+17.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -14.88% | 0.47%-15.4pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,069 | $5,620-45.4% | $4,952-38.0% | $4,741-35.3% |
| Participant deferral / active EE | $5,959 | $6,447-7.6% | $5,638+5.7% | $6,401-6.9% |
| Admin fee / account holder | $49 | $18,094-99.7% | $14,677-99.7% | $11,429-99.6% |