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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 | $34,066 | $167,362-79.6% | $143,799-76.3% | $134,532-74.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -13.98% | 0.47%-14.5pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,343 | $5,620-76.1% | $4,952-72.9% | $4,741-71.7% |
| Participant deferral / active EE | $6,540 | $6,447+1.4% | $5,638+16.0% | $6,401+2.2% |
| Admin fee / account holder | $186 | $18,094-99.0% | $14,677-98.7% | $11,429-98.4% |