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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 | $54,377 | $167,353-67.5% | $143,797-62.2% | $134,545-59.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.61% | 0.48%-17.1pp | -0.04%-16.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $5,575 | $5,620-0.8% | $4,952+12.6% | $4,742+17.6% |
| Participant deferral / active EE | $4,611 | $6,447-28.5% | $5,638-18.2% | $6,401-28.0% |
| Admin fee / account holder | $136 | $18,096-99.3% | $14,679-99.1% | $11,431-98.8% |