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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 | $106,812 | $147,167-27.4% | $111,392-4.1% | $135,379-21.1% |
| Participation rate | 89.5% | 84.0%+5.4pp | 78.9%+10.6pp | 82.6%+6.8pp |
| Annual return | -7.08% | -4.44%-2.6pp | -2.06%-5.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $5,046 | $5,204-3.0% | $4,328+16.6% | $4,779+5.6% |
| Participant deferral / active EE | $9,923 | $6,565+51.2% | $5,567+78.2% | $5,609+76.9% |
| Admin fee / account holder | $66 | $20,270-99.7% | $12,266-99.5% | $10,828-99.4% |