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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 | $34,222 | $64,719-47.1% | $112,249-69.5% | $68,486-50.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.54% | -11.40%-4.1pp | 27.48%-43.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,555 | $2,747+65.8% | $3,636+25.3% | $2,597+75.4% |
| Participant deferral / active EE | $3,455 | $3,565-3.1% | $4,729-26.9% | $4,028-14.2% |
| Admin fee / account holder | $285 | $5,232-94.6% | $6,412-95.6% | $5,404-94.7% |