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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 | $24,811 | $167,353-85.2% | $143,797-82.7% | $134,545-81.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -18.37% | 0.48%-18.9pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $4,700 | $5,620-16.4% | $4,952-5.1% | $4,742-0.9% |
| Participant deferral / active EE | $2,724 | $6,447-57.8% | $5,638-51.7% | $6,401-57.5% |
| Admin fee / account holder | $228 | $18,096-98.7% | $14,679-98.4% | $11,431-98.0% |