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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 | $17,909 | $118,496-84.9% | $98,461-81.8% | $139,466-87.2% |
| Participation rate | 87.0% | 77.5%+9.5pp | 75.2%+11.8pp | 80.3%+6.6pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,951 | $3,611-46.0% | $3,049-36.0% | $4,754-59.0% |
| Participant deferral / active EE | $3,211 | $5,393-40.5% | $4,738-32.2% | $6,712-52.2% |
| Admin fee / account holder | $235 | $14,056-98.3% | $8,961-97.4% | $11,409-97.9% |