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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 | $96,542 | $167,353-42.3% | $143,797-32.9% | $134,545-28.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.37% | 0.48%-18.9pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $8,112 | $5,620+44.3% | $4,952+63.8% | $4,742+71.1% |
| Participant deferral / active EE | $8,102 | $6,447+25.7% | $5,638+43.7% | $6,401+26.6% |
| Admin fee / account holder | $19 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |