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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 | $130,399 | $113,941+14.4% | $94,229+38.4% | $125,389+4.0% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | -2.38% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $5,469 | $4,727+15.7% | $3,587+52.5% | $4,866+12.4% |
| Participant deferral / active EE | $9,550 | $5,179+84.4% | $4,320+121.0% | $5,352+78.5% |
| Admin fee / account holder | $34 | $8,392-99.6% | $6,269-99.5% | $9,541-99.6% |