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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 | $37,227 | $167,352-77.8% | $143,788-74.1% | $134,509-72.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -16.56% | 0.47%-17.0pp | -0.03%-16.5pp | 418.13%-434.7pp |
| Employer contribution / active EE | $7,871 | $5,620+40.1% | $4,952+59.0% | $4,741+66.0% |
| Participant deferral / active EE | $5,663 | $6,447-12.2% | $5,638+0.4% | $6,400-11.5% |
| Admin fee / account holder | $81 | $18,091-99.6% | $14,675-99.4% | $11,427-99.3% |