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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 | $86,500 | $167,362-48.3% | $143,799-39.8% | $134,532-35.7% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.34% | 0.47%-16.8pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $9,040 | $5,620+60.8% | $4,952+82.5% | $4,741+90.7% |
| Participant deferral / active EE | $7,397 | $6,447+14.7% | $5,638+31.2% | $6,401+15.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |