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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 | $56,134 | $167,362-66.5% | $143,799-61.0% | $134,532-58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.14% | 0.47%-8.6pp | -0.04%-8.1pp | 418.27%-426.4pp |
| Employer contribution / active EE | $9,050 | $5,620+61.0% | $4,952+82.7% | $4,741+90.9% |
| Participant deferral / active EE | $4,452 | $6,447-30.9% | $5,638-21.0% | $6,401-30.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |