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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 | $129,853 | $167,353-22.4% | $143,797-9.7% | $134,545-3.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.15% | 0.48%-11.6pp | -0.04%-11.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $3,252 | $5,620-42.1% | $4,952-34.3% | $4,742-31.4% |
| Participant deferral / active EE | $4,140 | $6,447-35.8% | $5,638-26.6% | $6,401-35.3% |
| Admin fee / account holder | $115 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |