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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 | $30,018 | $167,353-82.1% | $143,797-79.1% | $134,545-77.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.50% | 0.48%-9.0pp | -0.04%-8.5pp | 418.37%-426.9pp |
| Employer contribution / active EE | $8,598 | $5,620+53.0% | $4,952+73.6% | $4,742+81.3% |
| Participant deferral / active EE | $4,561 | $6,447-29.3% | $5,638-19.1% | $6,401-28.8% |
| Admin fee / account holder | $11 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |