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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 | $24,757 | $73,009-66.1% | $90,760-72.7% | $68,486-63.9% |
| Participation rate | 83.5% | 70.8%+12.7pp | 75.7%+7.9pp | 67.9%+15.7pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,791 | $2,193+164.1% | $2,922+98.2% | $2,597+123.0% |
| Participant deferral / active EE | $11,296 | $3,626+211.5% | $4,565+147.5% | $4,028+180.5% |
| Admin fee / account holder | $213 | $5,896-96.4% | $8,444-97.5% | $5,404-96.0% |