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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 | $28,454 | $95,188-70.1% | $76,518-62.8% | $135,379-79.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,245 | $3,303-62.3% | $2,647-53.0% | $4,779-74.0% |
| Participant deferral / active EE | $4,861 | $4,640+4.8% | $3,836+26.7% | $5,609-13.3% |
| Admin fee / account holder | $83 | $6,249-98.7% | $4,849-98.3% | $10,828-99.2% |