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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 | $91,608 | $71,872+27.5% | $86,691+5.7% | $68,495+33.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.34% | 3.53%-19.9pp | 35.94%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,855 | $2,173+215.5% | $2,837+141.6% | $2,596+164.0% |
| Participant deferral / active EE | $10,962 | $3,779+190.1% | $4,656+135.4% | $4,028+172.2% |
| Admin fee / account holder | $8 | $6,112-99.9% | $7,492-99.9% | $5,403-99.9% |