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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 | $32,109 | $167,352-80.8% | $143,788-77.7% | $134,509-76.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.46% | 0.47%-19.9pp | -0.03%-19.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $2,946 | $5,620-47.6% | $4,952-40.5% | $4,741-37.9% |
| Participant deferral / active EE | $14,209 | $6,447+120.4% | $5,638+152.0% | $6,400+122.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |