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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 | $146,740 | $167,353-12.3% | $143,797+2.0% | $134,545+9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.42% | 0.48%-12.9pp | -0.04%-12.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $1,775 | $5,620-68.4% | $4,952-64.2% | $4,742-62.6% |
| Participant deferral / active EE | $4,306 | $6,447-33.2% | $5,638-23.6% | $6,401-32.7% |
| Admin fee / account holder | $12 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |