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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 | $54,131 | $50,947+6.2% | $74,549-27.4% | $64,173-15.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.68% | -1.85%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,442 | $1,115+208.6% | $1,961+75.5% | $2,381+44.6% |
| Participant deferral / active EE | $2,149 | $2,302-6.6% | $3,108-30.9% | $3,470-38.1% |
| Admin fee / account holder | $280 | $4,221-93.4% | $5,059-94.5% | $4,887-94.3% |