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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 | $228,084 | $167,353+36.3% | $143,797+58.6% | $134,545+69.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.08% | 0.48%-17.6pp | -0.04%-17.0pp | 418.37%-435.5pp |
| Employer contribution / active EE | $7,516 | $5,620+33.7% | $4,952+51.8% | $4,742+58.5% |
| Participant deferral / active EE | $4,541 | $6,447-29.6% | $5,638-19.5% | $6,401-29.1% |
| Admin fee / account holder | $121 | $18,096-99.3% | $14,679-99.2% | $11,431-98.9% |