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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 | $88,013 | $142,361-38.2% | $119,608-26.4% | $134,509-34.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.91% | -12.46%-3.4pp | -14.98%-0.9pp | 418.13%-434.0pp |
| Employer contribution / active EE | $2,184 | $5,224-58.2% | $4,232-48.4% | $4,741-53.9% |
| Participant deferral / active EE | $11,201 | $6,468+73.2% | $5,601+100.0% | $6,400+75.0% |
| Admin fee / account holder | $2 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |