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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 | $49,005 | $167,352-70.7% | $143,788-65.9% | $134,509-63.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.36% | 0.47%-15.8pp | -0.03%-15.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $2,669 | $5,620-52.5% | $4,952-46.1% | $4,741-43.7% |
| Participant deferral / active EE | $7,984 | $6,447+23.8% | $5,638+41.6% | $6,400+24.7% |
| Admin fee / account holder | $288 | $18,091-98.4% | $14,675-98.0% | $11,427-97.5% |