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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 | $33,842 | $167,352-79.8% | $143,788-76.5% | $134,509-74.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $11,180 | $5,620+98.9% | $4,952+125.8% | $4,741+135.8% |
| Participant deferral / active EE | $24,303 | $6,447+277.0% | $5,638+331.0% | $6,400+279.7% |
| Admin fee / account holder | $8 | $18,091-100.0% | $14,675-99.9% | $11,427-99.9% |