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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 | $20,997 | $42,383-50.5% | $76,518-72.6% | $64,173-67.3% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | -7.66% | -16.54%+8.9pp | -0.27%-7.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,670 | $1,563+6.8% | $2,647-36.9% | $2,381-29.9% |
| Participant deferral / active EE | $4,100 | $2,566+59.8% | $3,836+6.9% | $3,470+18.2% |
| Admin fee / account holder | $56 | $3,198-98.2% | $4,849-98.8% | $4,887-98.8% |