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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 | $90,233 | $167,353-46.1% | $143,797-37.2% | $134,545-32.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $6,615 | $5,620+17.7% | $4,952+33.6% | $4,742+39.5% |
| Participant deferral / active EE | $5,478 | $6,447-15.0% | $5,638-2.8% | $6,401-14.4% |
| Admin fee / account holder | $211 | $18,096-98.8% | $14,679-98.6% | $11,431-98.2% |