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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 | $69,813 | $167,362-58.3% | $143,799-51.5% | $134,532-48.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -17.57% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,272 | $5,620-77.4% | $4,952-74.3% | $4,741-73.2% |
| Participant deferral / active EE | $11,139 | $6,447+72.8% | $5,638+97.6% | $6,401+74.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |