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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 | $133,113 | $142,409-6.5% | $119,634+11.3% | $134,545-1.1% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -13.43% | -12.46%-1.0pp | -14.98%+1.6pp | 418.37%-431.8pp |
| Employer contribution / active EE | $5,639 | $5,224+7.9% | $4,232+33.2% | $4,742+18.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |