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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 | $162,723 | $131,835+23.4% | $108,582+49.9% | $273,972-40.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.16% | -91.57%+95.7pp | -51.70%+55.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,507 | $4,913-49.0% | $3,758-33.3% | $4,869-48.5% |
| Participant deferral / active EE | $3,986 | $5,127-22.3% | $4,311-7.5% | $5,287-24.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |