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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 | $15,504 | $87,546-82.3% | $75,784-79.5% | $125,389-87.6% |
| Participation rate | 85.0% | 80.2%+4.8pp | 75.8%+9.2pp | 83.2%+1.8pp |
| Annual return | -3.34% | 13.49%-16.8pp | 9.68%-13.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,107 | $3,930-46.4% | $3,323-36.6% | $4,866-56.7% |
| Participant deferral / active EE | $4,165 | $4,230-1.5% | $3,652+14.1% | $5,352-22.2% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |