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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 | $30,307 | $53,162-43.0% | $91,225-66.8% | $68,495-55.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.10%-114.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $689 | $1,709-59.7% | $2,851-75.8% | $2,596-73.5% |
| Participant deferral / active EE | $1,746 | $2,974-41.3% | $4,234-58.8% | $4,028-56.6% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,422-100.0% | $5,403-100.0% |