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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 | $82,948 | $167,362-50.4% | $143,799-42.3% | $134,532-38.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -11.91% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $3,040 | $5,620-45.9% | $4,952-38.6% | $4,741-35.9% |
| Participant deferral / active EE | $4,616 | $6,447-28.4% | $5,638-18.1% | $6,401-27.9% |
| Admin fee / account holder | $74 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |