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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 | $48,277 | $167,353-71.2% | $143,797-66.4% | $134,545-64.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.83% | 0.48%-19.3pp | -0.04%-18.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,981 | $5,620-47.0% | $4,952-39.8% | $4,742-37.1% |
| Participant deferral / active EE | $9,895 | $6,447+53.5% | $5,638+75.5% | $6,401+54.6% |
| Admin fee / account holder | $288 | $18,096-98.4% | $14,679-98.0% | $11,431-97.5% |