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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 | $47,372 | $167,522-71.7% | $151,639-68.8% | $134,532-64.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.17% | 7.81%-27.0pp | 3.34%-22.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $4,809 | $6,828-29.6% | $6,165-22.0% | $4,741+1.4% |
| Participant deferral / active EE | $11,954 | $8,986+33.0% | $8,363+42.9% | $6,401+86.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |