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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 | $49,570 | $77,816-36.3% | $123,552-59.9% | $64,173-22.8% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -6.64% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,598 | $3,014+19.4% | $4,628-22.3% | $2,381+51.1% |
| Participant deferral / active EE | $7,326 | $5,240+39.8% | $6,426+14.0% | $3,470+111.2% |
| Admin fee / account holder | $178 | $5,519-96.8% | $9,285-98.1% | $4,887-96.4% |