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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 | $29,358 | $87,544-66.5% | $75,784-61.3% | $125,388-76.6% |
| Participation rate | 81.3% | 80.2%+1.1pp | 75.8%+5.4pp | 83.2%-1.9pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,185 | $3,930-44.4% | $3,323-34.3% | $4,866-55.1% |
| Participant deferral / active EE | $5,345 | $4,229+26.4% | $3,652+46.4% | $5,352-0.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |