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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 | $83,132 | $117,777-29.4% | $71,778+15.8% | $134,545-38.2% |
| Participation rate | 83.3% | 68.9%+14.4pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -14.51% | 25.46%-40.0pp | 9.15%-23.7pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,136 | $2,525-55.0% | $1,704-33.4% | $4,742-76.0% |
| Participant deferral / active EE | $4,778 | $3,756+27.2% | $2,656+79.9% | $6,401-25.4% |
| Admin fee / account holder | $6 | $6,379-99.9% | $3,974-99.9% | $11,431-100.0% |