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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 | $28,354 | $100,805-71.9% | $86,698-67.3% | $134,532-78.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,608 | $3,490-53.9% | $2,837-43.3% | $4,741-66.1% |
| Participant deferral / active EE | $6,774 | $5,339+26.9% | $4,656+45.5% | $6,401+5.8% |
| Admin fee / account holder | $45 | $10,925-99.6% | $7,493-99.4% | $11,429-99.6% |