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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 | $20,530 | $49,177-58.3% | $79,466-74.2% | $64,173-68.0% |
| Participation rate | 93.5% | 65.0%+28.5pp | 73.3%+20.2pp | 69.6%+24.0pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.28%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,500 | $2,076+20.4% | $2,800-10.7% | $2,381+5.0% |
| Participant deferral / active EE | $4,002 | $2,821+41.8% | $3,704+8.0% | $3,470+15.3% |
| Admin fee / account holder | $209 | $3,839-94.6% | $5,104-95.9% | $4,887-95.7% |