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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 | $49,115 | $167,362-70.7% | $143,799-65.8% | $134,532-63.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.46% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,218 | $5,620-78.3% | $4,952-75.4% | $4,741-74.3% |
| Participant deferral / active EE | $6,971 | $6,447+8.1% | $5,638+23.6% | $6,401+8.9% |
| Admin fee / account holder | $204 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |