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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 | $82,919 | $92,219-10.1% | $76,768+8.0% | $135,379-38.8% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -5.03% | 5.46%-10.5pp | 2.43%-7.5pp | 519.79%-524.8pp |
| Employer contribution / active EE | $625 | $3,216-80.6% | $2,485-74.8% | $4,779-86.9% |
| Participant deferral / active EE | $7,611 | $4,508+68.8% | $3,852+97.6% | $5,609+35.7% |
| Admin fee / account holder | $162 | $10,749-98.5% | $6,675-97.6% | $10,828-98.5% |