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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 | $33,539 | $90,519-62.9% | $93,789-64.2% | $134,493-75.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -16.48% | -15.72%-0.8pp | -11.33%-5.1pp | 418.01%-434.5pp |
| Employer contribution / active EE | $3,588 | $4,343-17.4% | $4,323-17.0% | $4,740-24.3% |
| Participant deferral / active EE | $8,491 | $5,978+42.0% | $6,094+39.3% | $6,400+32.7% |
| Admin fee / account holder | $14 | $9,252-99.8% | $7,195-99.8% | $11,425-99.9% |