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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 | $146,880 | $167,362-12.2% | $143,799+2.1% | $134,532+9.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.57% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $9,068 | $5,620+61.3% | $4,952+83.1% | $4,741+91.3% |
| Participant deferral / active EE | $7,723 | $6,447+19.8% | $5,638+37.0% | $6,401+20.7% |
| Admin fee / account holder | $273 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |