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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 | $33,699 | $83,908-59.8% | $68,509-50.8% | $125,389-73.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 74.7%+0.3pp | 83.2%-8.2pp |
| Annual return | -1.35% | 14.48%-15.8pp | 8.27%-9.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $6,470 | $3,031+113.5% | $2,278+184.1% | $4,866+33.0% |
| Participant deferral / active EE | $8,432 | $4,125+104.4% | $3,382+149.3% | $5,352+57.6% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |