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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 | $26,395 | $84,518-68.8% | $67,704-61.0% | $125,389-78.9% |
| Participation rate | 90.9% | 74.8%+16.1pp | 67.5%+23.4pp | 83.2%+7.7pp |
| Annual return | -0.15% | 2.57%-2.7pp | 25.41%-25.6pp | 282.24%-282.4pp |
| Employer contribution / active EE | $230 | $3,292-93.0% | $2,559-91.0% | $4,866-95.3% |
| Participant deferral / active EE | $1,878 | $4,430-57.6% | $3,585-47.6% | $5,352-64.9% |
| Admin fee / account holder | $13 | $5,340-99.8% | $4,255-99.7% | $9,541-99.9% |