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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 | $163,709 | $167,353-2.2% | $143,797+13.8% | $134,545+21.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.99% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $1,658 | $5,620-70.5% | $4,952-66.5% | $4,742-65.0% |
| Participant deferral / active EE | $10,750 | $6,447+66.7% | $5,638+90.7% | $6,401+67.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |