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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 | $72,988 | $167,362-56.4% | $143,799-49.2% | $134,532-45.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.05% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $7,566 | $5,620+34.6% | $4,952+52.8% | $4,741+59.6% |
| Participant deferral / active EE | $4,670 | $6,447-27.6% | $5,638-17.2% | $6,401-27.0% |
| Admin fee / account holder | $17 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |