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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 | $14,121 | $107,666-86.9% | $102,184-86.2% | $154,746-90.9% |
| Participation rate | 76.9% | 83.7%-6.8pp | 82.6%-5.7pp | 80.7%-3.8pp |
| Annual return | 0.00% | 29.33%-29.3pp | 31.58%-31.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,170 | $3,846-43.6% | $3,594-39.6% | $4,379-50.4% |
| Participant deferral / active EE | $7,864 | $8,719-9.8% | $8,309-5.4% | $6,730+16.9% |
| Admin fee / account holder | $101 | $12,943-99.2% | $11,609-99.1% | $14,365-99.3% |