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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 | $42,234 | $70,418-40.0% | $96,570-56.3% | $85,847-50.8% |
| Participation rate | 92.0% | 61.8%+30.2pp | 69.8%+22.2pp | 69.3%+22.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,800 | $1,413+98.1% | $2,357+18.8% | $2,565+9.2% |
| Participant deferral / active EE | $7,081 | $2,894+144.7% | $3,849+84.0% | $3,952+79.2% |
| Admin fee / account holder | $78 | $4,995-98.4% | $6,182-98.7% | $6,261-98.8% |