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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 | $69,564 | $167,533-58.5% | $151,645-54.1% | $134,545-48.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.39% | 7.81%-24.2pp | 3.34%-19.7pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,228 | $6,828-52.7% | $6,165-47.6% | $4,742-31.9% |
| Participant deferral / active EE | $11,933 | $8,985+32.8% | $8,363+42.7% | $6,401+86.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |