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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 | $26,015 | $127,386-79.6% | $115,037-77.4% | $125,388-79.3% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | -0.43% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,237 | $5,166-56.7% | $4,608-51.4% | $4,866-54.0% |
| Participant deferral / active EE | $5,379 | $6,423-16.3% | $6,026-10.7% | $5,352+0.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |