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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 | $72,995 | $167,362-56.4% | $143,799-49.2% | $134,532-45.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.29% | 0.47%-16.8pp | -0.04%-16.2pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,681 | $5,620-70.1% | $4,952-66.1% | $4,741-64.5% |
| Participant deferral / active EE | $4,573 | $6,447-29.1% | $5,638-18.9% | $6,401-28.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |