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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 | $24,431 | $135,956-82.0% | $123,894-80.3% | $273,972-91.1% |
| Participation rate | 82.4% | 84.1%-1.7pp | 81.4%+0.9pp | 83.0%-0.7pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,861 | $5,170-64.0% | $4,617-59.7% | $4,869-61.8% |
| Participant deferral / active EE | $4,113 | $6,343-35.2% | $5,984-31.3% | $5,287-22.2% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |