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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 | $23,865 | $165,381-85.6% | $149,730-84.1% | $158,966-85.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,086 | $5,104-59.1% | $4,645-55.1% | $4,762-56.2% |
| Participant deferral / active EE | $2,538 | $7,182-64.7% | $6,843-62.9% | $5,983-57.6% |
| Admin fee / account holder | $107 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |