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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 | $48,181 | $71,878-33.0% | $86,698-44.4% | $68,486-29.6% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.7pp | 67.9%+15.4pp |
| Annual return | -16.18% | 3.53%-19.7pp | 35.95%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,642 | $2,173-24.4% | $2,837-42.1% | $2,597-36.8% |
| Participant deferral / active EE | $2,192 | $3,779-42.0% | $4,656-52.9% | $4,028-45.6% |
| Admin fee / account holder | $166 | $6,113-97.3% | $7,493-97.8% | $5,404-96.9% |