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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 | $114,134 | $175,646-35.0% | $129,118-11.6% | $134,545-15.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -12.13% | -11.39%-0.7pp | -10.94%-1.2pp | 418.37%-430.5pp |
| Employer contribution / active EE | $4,854 | $6,355-23.6% | $5,051-3.9% | $4,742+2.4% |
| Participant deferral / active EE | $11,574 | $7,970+45.2% | $6,539+77.0% | $6,401+80.8% |
| Admin fee / account holder | $186 | $23,578-99.2% | $14,305-98.7% | $11,431-98.4% |