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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 | $30,638 | $82,314-62.8% | $68,808-55.5% | $134,532-77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,760 | $3,301-46.7% | $2,656-33.7% | $4,741-62.9% |
| Participant deferral / active EE | $7,500 | $4,740+58.2% | $3,942+90.3% | $6,401+17.2% |
| Admin fee / account holder | $63 | $6,484-99.0% | $4,936-98.7% | $11,429-99.5% |