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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 | $19,612 | $49,177-60.1% | $79,467-75.3% | $64,173-69.4% |
| Participation rate | 70.3% | 65.0%+5.2pp | 73.3%-3.1pp | 69.6%+0.7pp |
| Annual return | 1.39% | -1.16%+2.5pp | 718.30%-716.9pp | 7.63%-6.2pp |
| Employer contribution / active EE | $2,508 | $2,076+20.8% | $2,800-10.4% | $2,381+5.4% |
| Participant deferral / active EE | $5,064 | $2,821+79.5% | $3,704+36.7% | $3,470+45.9% |
| Admin fee / account holder | $26 | $3,839-99.3% | $5,104-99.5% | $4,887-99.5% |