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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 | $35,224 | $211,946-83.4% | $169,452-79.2% | $135,380-74.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,208 | $5,117-76.4% | $4,157-71.0% | $4,779-74.7% |
| Participant deferral / active EE | $11,943 | $6,075+96.6% | $5,277+126.3% | $5,609+112.9% |
| Admin fee / account holder | $7 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |