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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 | $4,241 | $66,704-93.6% | - | $152,909-97.2% |
| Participation rate | 80.0% | 72.5%+7.5pp | - | 82.5%-2.5pp |
| Annual return | 0.00% | 27.69%-27.7pp | - | 345.46%-345.5pp |
| Employer contribution / active EE | $1,131 | $2,786-59.4% | - | $4,764-76.3% |
| Participant deferral / active EE | $2,080 | $4,168-50.1% | - | $5,851-64.5% |
| Admin fee / account holder | $4 | $4,701-99.9% | - | $11,601-100.0% |