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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 | $28,256 | $167,353-83.1% | $143,797-80.3% | $134,545-79.0% |
| Participation rate | 94.7% | 84.8%+9.9pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,834 | $5,620-67.4% | $4,952-63.0% | $4,742-61.3% |
| Participant deferral / active EE | $3,556 | $6,447-44.8% | $5,638-36.9% | $6,401-44.5% |
| Admin fee / account holder | $43 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |