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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 | $126,076 | $52,678+139.3% | $75,784+66.4% | $59,633+111.4% |
| Participation rate | 96.8% | 67.2%+29.5pp | 75.8%+21.0pp | 68.7%+28.1pp |
| Annual return | -2.66% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,652 | $2,193-24.7% | $3,323-50.3% | $2,203-25.0% |
| Participant deferral / active EE | $7,350 | $2,591+183.7% | $3,652+101.3% | $3,192+130.3% |
| Admin fee / account holder | $44 | $3,610-98.8% | $5,300-99.2% | $4,297-99.0% |