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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 | $47,546 | $100,811-52.8% | $86,698-45.2% | $134,545-64.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,799 | $3,490-48.5% | $2,837-36.6% | $4,742-62.1% |
| Participant deferral / active EE | $2,755 | $5,339-48.4% | $4,656-40.8% | $6,401-57.0% |
| Admin fee / account holder | $15 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |