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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 | $37,264 | $73,848-49.5% | $143,799-74.1% | $68,486-45.6% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -13.87% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $6,495 | $3,184+104.0% | $4,952+31.2% | $2,597+150.1% |
| Participant deferral / active EE | $4,887 | $3,385+44.4% | $5,638-13.3% | $4,028+21.3% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |