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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 | $147,155 | $131,835+11.6% | $108,582+35.5% | $273,972-46.3% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 7.03% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,626 | $4,913-46.6% | $3,758-30.1% | $4,869-46.1% |
| Participant deferral / active EE | $10,951 | $5,127+113.6% | $4,311+154.0% | $5,287+107.1% |
| Admin fee / account holder | $255 | $10,253-97.5% | $7,645-96.7% | $10,133-97.5% |