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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 | $21,590 | $167,362-87.1% | $143,799-85.0% | $134,532-84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $15,201 | $5,620+170.5% | $4,952+207.0% | $4,741+220.6% |
| Participant deferral / active EE | $10,142 | $6,447+57.3% | $5,638+79.9% | $6,401+58.4% |
| Admin fee / account holder | $161 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |