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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 | $60,886 | $167,522-63.7% | $151,639-59.8% | $134,532-54.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.42% | 7.81%-27.2pp | 3.34%-22.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $3,737 | $6,828-45.3% | $6,165-39.4% | $4,741-21.2% |
| Participant deferral / active EE | $12,775 | $8,986+42.2% | $8,363+52.7% | $6,401+99.6% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |