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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 | $7,784 | $35,183-77.9% | $73,545-89.4% | $70,124-88.9% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $236 | $709-66.7% | $1,219-80.6% | $2,342-89.9% |
| Participant deferral / active EE | $1,324 | $1,220+8.5% | $1,806-26.7% | $3,332-60.3% |
| Admin fee / account holder | $8 | $2,302-99.6% | $2,320-99.7% | $4,645-99.8% |