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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 | $19,371 | $93,064-79.2% | $74,577-74.0% | $273,972-92.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $13,229 | $3,160+318.7% | $2,525+423.9% | $4,869+171.7% |
| Participant deferral / active EE | $6,184 | $4,160+48.6% | $3,458+78.8% | $5,287+17.0% |
| Admin fee / account holder | $40 | $5,273-99.2% | $4,138-99.0% | $10,133-99.6% |