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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 | $80,784 | $167,362-51.7% | $143,799-43.8% | $134,532-40.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.16% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $8,759 | $5,620+55.8% | $4,952+76.9% | $4,741+84.8% |
| Participant deferral / active EE | $5,947 | $6,447-7.8% | $5,638+5.5% | $6,401-7.1% |
| Admin fee / account holder | $35 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |