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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 | $194,548 | $142,409+36.6% | $119,634+62.6% | $134,545+44.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -12.69% | -12.46%-0.2pp | -14.98%+2.3pp | 418.37%-431.1pp |
| Employer contribution / active EE | $1,749 | $5,224-66.5% | $4,232-58.7% | $4,742-63.1% |
| Participant deferral / active EE | $6,975 | $6,468+7.8% | $5,601+24.5% | $6,401+9.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |