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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 | $20,768 | $82,678-74.9% | $125,391-83.4% | $68,490-69.7% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,202 | $3,382-34.9% | $4,816-54.3% | $2,597-15.2% |
| Participant deferral / active EE | $5,477 | $6,111-10.4% | $7,448-26.5% | $4,028+36.0% |
| Admin fee / account holder | $238 | $6,277-96.2% | $10,009-97.6% | $5,403-95.6% |