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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 | $34,975 | $56,339-37.9% | $104,299-66.5% | $68,490-48.9% |
| Participation rate | 72.7% | 63.3%+9.5pp | 73.3%-0.5pp | 67.9%+4.8pp |
| Annual return | -13.44% | -9.19%-4.2pp | 24.62%-38.1pp | -7.85%-5.6pp |
| Employer contribution / active EE | $897 | $1,960-54.2% | $3,373-73.4% | $2,597-65.5% |
| Participant deferral / active EE | $1,117 | $3,077-63.7% | $4,626-75.8% | $4,028-72.3% |
| Admin fee / account holder | $144 | $4,902-97.1% | $7,339-98.0% | $5,403-97.3% |