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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 | $31,600 | $53,774-41.2% | $134,162-76.4% | $79,852-60.4% |
| Participation rate | 97.9% | 58.8%+39.1pp | 72.2%+25.7pp | 69.6%+28.3pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $319 | $1,322-75.8% | $3,705-91.4% | $2,471-87.1% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $39 | $3,985-99.0% | $6,685-99.4% | $5,306-99.3% |