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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 | $97,346 | $72,177+34.9% | $115,037-15.4% | $59,632+63.2% |
| Participation rate | 78.8% | 72.6%+6.2pp | 81.4%-2.6pp | 68.7%+10.1pp |
| Annual return | -0.93% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $2,513 | $2,841-11.6% | $4,608-45.5% | $2,203+14.1% |
| Participant deferral / active EE | $4,324 | $4,783-9.6% | $6,026-28.2% | $3,192+35.5% |
| Admin fee / account holder | $95 | $4,927-98.1% | $8,175-98.8% | $4,297-97.8% |