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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 | $30,820 | $98,240-68.6% | $82,312-62.6% | $147,586-79.1% |
| Participation rate | 77.3% | 79.7%-2.5pp | 76.9%+0.4pp | 82.8%-5.6pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,866 | $3,192-41.5% | $2,428-23.2% | $4,876-61.7% |
| Participant deferral / active EE | $3,895 | $4,383-11.1% | $3,706+5.1% | $5,439-28.4% |
| Admin fee / account holder | $3 | $8,563-100.0% | $5,608-99.9% | $10,886-100.0% |