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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 | $23,726 | $84,233-71.8% | $170,436-86.1% | $70,131-66.2% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,688 | $3,387+8.9% | $5,433-32.1% | $2,342+57.5% |
| Participant deferral / active EE | $5,294 | $3,086+71.6% | $4,939+7.2% | $3,332+58.9% |
| Admin fee / account holder | $186 | $5,698-96.7% | $13,880-98.7% | $4,645-96.0% |