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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 | $44,722 | $167,352-73.3% | $143,788-68.9% | $134,509-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.09% | 0.47%-14.6pp | -0.03%-14.1pp | 418.13%-432.2pp |
| Employer contribution / active EE | $7,594 | $5,620+35.1% | $4,952+53.4% | $4,741+60.2% |
| Participant deferral / active EE | $18,325 | $6,447+184.2% | $5,638+225.0% | $6,400+186.3% |
| Admin fee / account holder | $255 | $18,091-98.6% | $14,675-98.3% | $11,427-97.8% |