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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 | $78,508 | $167,353-53.1% | $143,797-45.4% | $134,545-41.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.00% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $8,701 | $5,620+54.8% | $4,952+75.7% | $4,742+83.5% |
| Participant deferral / active EE | $5,806 | $6,447-9.9% | $5,638+3.0% | $6,401-9.3% |
| Admin fee / account holder | $140 | $18,096-99.2% | $14,679-99.0% | $11,431-98.8% |