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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 | $70,670 | $95,895-26.3% | $79,576-11.2% | $134,509-47.5% |
| Participation rate | 91.3% | 75.0%+16.3pp | 69.5%+21.8pp | 81.2%+10.1pp |
| Annual return | -13.16% | -2.72%-10.4pp | 0.15%-13.3pp | 418.13%-431.3pp |
| Employer contribution / active EE | $10,873 | $3,128+247.6% | $2,413+350.6% | $4,741+129.4% |
| Participant deferral / active EE | $5,168 | $4,693+10.1% | $3,985+29.7% | $6,400-19.2% |
| Admin fee / account holder | $280 | $9,129-96.9% | $6,834-95.9% | $11,427-97.6% |