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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 | $30,275 | $71,878-57.9% | $86,698-65.1% | $68,486-55.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.64% | 3.53%-22.2pp | 35.95%-54.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $9,541 | $2,173+339.0% | $2,837+236.3% | $2,597+267.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $226 | $6,113-96.3% | $7,493-97.0% | $5,404-95.8% |