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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 | $32,656 | $167,353-80.5% | $143,797-77.3% | $134,545-75.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.17% | 0.48%-13.7pp | -0.04%-13.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,497 | $5,620-55.6% | $4,952-49.6% | $4,742-47.3% |
| Participant deferral / active EE | $9,049 | $6,447+40.4% | $5,638+60.5% | $6,401+41.4% |
| Admin fee / account holder | $270 | $18,096-98.5% | $14,679-98.2% | $11,431-97.6% |