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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 | $61,673 | $167,362-63.2% | $143,799-57.1% | $134,532-54.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.45% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,633 | $5,620-70.9% | $4,952-67.0% | $4,741-65.6% |
| Participant deferral / active EE | $8,105 | $6,447+25.7% | $5,638+43.7% | $6,401+26.6% |
| Admin fee / account holder | $49 | $18,094-99.7% | $14,677-99.7% | $11,429-99.6% |