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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 | $43,491 | $87,544-50.3% | $75,784-42.6% | $125,388-65.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.52% | 13.49%-14.0pp | 9.68%-10.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,764 | $3,930-29.7% | $3,323-16.8% | $4,866-43.2% |
| Participant deferral / active EE | $5,101 | $4,229+20.6% | $3,652+39.7% | $5,352-4.7% |
| Admin fee / account holder | $209 | $6,502-96.8% | $5,300-96.1% | $9,541-97.8% |