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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 | $25,512 | $106,280-76.0% | $96,538-73.6% | $139,487-81.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,914 | $4,107-53.4% | $3,740-48.8% | $4,755-59.7% |
| Participant deferral / active EE | $3,432 | $5,457-37.1% | $4,880-29.7% | $6,713-48.9% |
| Admin fee / account holder | $37 | $7,888-99.5% | $6,737-99.5% | $11,407-99.7% |