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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 | $131,814 | $142,392-7.4% | $119,622+10.2% | $134,532-2.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.79% | -12.46%-4.3pp | -14.98%-1.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,502 | $5,224-33.0% | $4,232-17.3% | $4,741-26.1% |
| Participant deferral / active EE | $10,025 | $6,467+55.0% | $5,601+79.0% | $6,401+56.6% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |