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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 | $26,595 | $127,387-79.1% | $115,038-76.9% | $125,389-78.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.70% | 31.28%-34.0pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,178 | $5,166-77.2% | $4,608-74.4% | $4,866-75.8% |
| Participant deferral / active EE | $7,046 | $6,423+9.7% | $6,026+16.9% | $5,352+31.7% |
| Admin fee / account holder | $232 | $9,516-97.6% | $8,175-97.2% | $9,541-97.6% |