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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 | $53,374 | $64,311-17.0% | $57,356-6.9% | $125,389-57.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.24% | 25.14%-26.4pp | 24.41%-25.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $6,463 | $3,193+102.4% | $2,689+140.4% | $4,866+32.8% |
| Participant deferral / active EE | $6,637 | $3,846+72.6% | $3,162+109.9% | $5,352+24.0% |
| Admin fee / account holder | $254 | $5,243-95.2% | $3,357-92.4% | $9,541-97.3% |