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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 | $115,817 | $167,323-30.8% | $143,770-19.4% | $134,493-13.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.47%-15.4pp | -0.04%-14.9pp | 418.01%-433.0pp |
| Employer contribution / active EE | $7,712 | $5,619+37.2% | $4,951+55.8% | $4,740+62.7% |
| Participant deferral / active EE | $4,408 | $6,446-31.6% | $5,638-21.8% | $6,400-31.1% |
| Admin fee / account holder | $99 | $18,088-99.5% | $14,673-99.3% | $11,425-99.1% |