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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 | $51,053 | $167,353-69.5% | $143,797-64.5% | $134,545-62.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.46% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,192 | $5,620-43.2% | $4,952-35.6% | $4,742-32.7% |
| Participant deferral / active EE | $6,166 | $6,447-4.4% | $5,638+9.4% | $6,401-3.7% |
| Admin fee / account holder | $239 | $18,096-98.7% | $14,679-98.4% | $11,431-97.9% |