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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 | $102,609-86.2% | $98,090-85.6% | $138,895-89.8% |
| Participation rate | 76.9% | 82.8%-5.9pp | 81.5%-4.6pp | 79.9%-3.0pp |
| Annual return | 0.00% | 36.44%-36.4pp | 37.05%-37.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,170 | $3,867-43.9% | $3,606-39.8% | $4,194-48.3% |
| Participant deferral / active EE | $7,864 | $8,167-3.7% | $7,845+0.3% | $6,396+23.0% |
| Admin fee / account holder | $101 | $11,434-99.1% | $11,815-99.1% | $12,562-99.2% |