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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 | $34,127 | $96,965-64.8% | $97,995-65.2% | $147,586-76.9% |
| Participation rate | 72.7% | 83.6%-10.9pp | 82.4%-9.7pp | 82.8%-10.1pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,444 | $4,536-24.1% | $4,158-17.2% | $4,876-29.4% |
| Participant deferral / active EE | $4,879 | $5,081-4.0% | $5,097-4.3% | $5,439-10.3% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |