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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 | $80,450 | $127,100-36.7% | $105,738-23.9% | $135,379-40.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | -5.09% | 4.49%-9.6pp | 6.27%-11.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $3,306 | $4,107-19.5% | $3,268+1.1% | $4,779-30.8% |
| Participant deferral / active EE | $7,769 | $5,064+53.4% | $4,080+90.4% | $5,609+38.5% |
| Admin fee / account holder | $54 | $9,087-99.4% | $6,913-99.2% | $10,828-99.5% |