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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 | $42,853 | $167,352-74.4% | $143,788-70.2% | $134,509-68.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.29% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.4pp |
| Employer contribution / active EE | $3,905 | $5,620-30.5% | $4,952-21.1% | $4,741-17.6% |
| Participant deferral / active EE | $12,156 | $6,447+88.6% | $5,638+115.6% | $6,400+89.9% |
| Admin fee / account holder | $140 | $18,091-99.2% | $14,675-99.0% | $11,427-98.8% |