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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 | $61,966 | $167,522-63.0% | $151,639-59.1% | $134,532-53.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.98% | 7.81%-17.8pp | 3.34%-13.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $3,187 | $6,828-53.3% | $6,165-48.3% | $4,741-32.8% |
| Participant deferral / active EE | $7,556 | $8,986-15.9% | $8,363-9.7% | $6,401+18.0% |
| Admin fee / account holder | $166 | $13,780-98.8% | $11,613-98.6% | $11,429-98.5% |