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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 | $105,788 | $167,362-36.8% | $143,799-26.4% | $134,532-21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.81% | 0.47%-14.3pp | -0.04%-13.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $2,251 | $5,620-60.0% | $4,952-54.6% | $4,741-52.5% |
| Participant deferral / active EE | $15,602 | $6,447+142.0% | $5,638+176.7% | $6,401+143.8% |
| Admin fee / account holder | $54 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |