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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 | $2,580 | $33,223-92.2% | - | $75,181-96.6% |
| Participation rate | 73.3% | 53.4%+19.9pp | - | 67.2%+6.1pp |
| Annual return | 0.00% | 25.21%-25.2pp | - | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $1,854-100.0% | - | $2,671-100.0% |
| Participant deferral / active EE | $873 | $2,301-62.1% | - | $4,126-78.8% |
| Admin fee / account holder | $259 | $3,239-92.0% | - | $5,650-95.4% |