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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 | $79,298 | $127,387-37.8% | $115,038-31.1% | $125,389-36.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.66% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $4,711 | $5,166-8.8% | $4,608+2.2% | $4,866-3.2% |
| Participant deferral / active EE | $18,984 | $6,423+195.6% | $6,026+215.0% | $5,352+254.7% |
| Admin fee / account holder | $204 | $9,516-97.9% | $8,175-97.5% | $9,541-97.9% |