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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 | $23,841 | $135,956-82.5% | $123,894-80.8% | $273,970-91.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,168 | $5,170-58.1% | $4,617-53.0% | $4,869-55.5% |
| Participant deferral / active EE | $3,073 | $6,343-51.6% | $5,984-48.7% | $5,287-41.9% |
| Admin fee / account holder | $37 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |