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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 | $63,223 | $142,409-55.6% | $119,634-47.2% | $134,545-53.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.39% | -12.46%-6.9pp | -14.98%-4.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $4,042 | $5,224-22.6% | $4,232-4.5% | $4,742-14.8% |
| Participant deferral / active EE | $8,652 | $6,468+33.8% | $5,601+54.5% | $6,401+35.2% |
| Admin fee / account holder | $13 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |