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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 | $25,942 | $96,558-73.1% | $80,977-68.0% | $273,972-90.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $16,114 | $4,869+231.0% | $3,715+333.8% | $4,869+231.0% |
| Participant deferral / active EE | $9,622 | $6,598+45.8% | $5,696+68.9% | $5,287+82.0% |
| Admin fee / account holder | $5 | $7,493-99.9% | $5,517-99.9% | $10,133-100.0% |