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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 | $53,313 | $90,467-41.1% | $93,759-43.1% | $134,509-60.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.80% | -15.72%-2.1pp | -11.33%-6.5pp | 418.13%-435.9pp |
| Employer contribution / active EE | $5,002 | $4,345+15.1% | $4,324+15.7% | $4,741+5.5% |
| Participant deferral / active EE | $14,374 | $5,980+140.4% | $6,096+135.8% | $6,400+124.6% |
| Admin fee / account holder | $199 | $9,258-97.8% | $7,197-97.2% | $11,427-98.3% |