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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 | $38,192 | $167,362-77.2% | $143,799-73.4% | $134,532-71.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -14.17% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $5,111 | $5,620-9.1% | $4,952+3.2% | $4,741+7.8% |
| Participant deferral / active EE | $6,352 | $6,447-1.5% | $5,638+12.7% | $6,401-0.8% |
| Admin fee / account holder | $203 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |