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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 | $154,587 | $167,353-7.6% | $143,797+7.5% | $134,545+14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.21% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $7,561 | $5,620+34.5% | $4,952+52.7% | $4,742+59.5% |
| Participant deferral / active EE | $4,877 | $6,447-24.4% | $5,638-13.5% | $6,401-23.8% |
| Admin fee / account holder | $76 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |