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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 | $104,500 | $167,362-37.6% | $143,799-27.3% | $134,532-22.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $10,877 | $5,620+93.5% | $4,952+119.6% | $4,741+129.4% |
| Participant deferral / active EE | $7,079 | $6,447+9.8% | $5,638+25.5% | $6,401+10.6% |
| Admin fee / account holder | $160 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |