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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 | $32,263 | $158,852-79.7% | $121,220-73.4% | $135,380-76.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | -6.71% | -0.64%-6.1pp | 16.94%-23.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $4,140 | $5,666-26.9% | $4,023+2.9% | $4,779-13.4% |
| Participant deferral / active EE | $4,140 | $4,006+3.4% | $3,345+23.8% | $5,609-26.2% |
| Admin fee / account holder | $11 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |