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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 | $35,581 | $167,353-78.7% | $143,797-75.3% | $134,545-73.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.62% | 0.48%-10.1pp | -0.04%-9.6pp | 418.37%-428.0pp |
| Employer contribution / active EE | $9,771 | $5,620+73.8% | $4,952+97.3% | $4,742+106.1% |
| Participant deferral / active EE | $8,786 | $6,447+36.3% | $5,638+55.8% | $6,401+37.2% |
| Admin fee / account holder | $278 | $18,096-98.5% | $14,679-98.1% | $11,431-97.6% |