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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 | $46,554 | $98,766-52.9% | $149,730-68.9% | $79,852-41.7% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.5%-0.1pp | 69.6%+12.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,452 | $3,217-23.8% | $4,645-47.2% | $2,471-0.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $72 | $6,052-98.8% | $9,310-99.2% | $5,306-98.6% |