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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 | $161,627 | $167,323-3.4% | $143,770+12.4% | $134,493+20.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.26% | 0.47%-17.7pp | -0.04%-17.2pp | 418.01%-435.3pp |
| Employer contribution / active EE | $2,930 | $5,619-47.9% | $4,951-40.8% | $4,740-38.2% |
| Participant deferral / active EE | $12,068 | $6,446+87.2% | $5,638+114.1% | $6,400+88.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |