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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 | $89,126 | $73,863+20.7% | $143,797-38.0% | $68,490+30.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.43% | 0.91%-19.3pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $5,893 | $3,185+85.1% | $4,952+19.0% | $2,597+127.0% |
| Participant deferral / active EE | $4,282 | $3,385+26.5% | $5,638-24.1% | $4,028+6.3% |
| Admin fee / account holder | $263 | $5,756-95.4% | $14,679-98.2% | $5,403-95.1% |