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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 | $44,178 | $127,387-65.3% | $115,038-61.6% | $125,389-64.8% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -0.19% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $7,661 | $5,166+48.3% | $4,608+66.3% | $4,866+57.4% |
| Participant deferral / active EE | $5,012 | $6,423-22.0% | $6,026-16.8% | $5,352-6.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |