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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 | $71,455 | $167,362-57.3% | $143,799-50.3% | $134,532-46.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.53% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,296 | $6,447-33.4% | $5,638-23.8% | $6,401-32.9% |
| Admin fee / account holder | $1 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |