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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 | $23,719 | $83,908-71.7% | $68,509-65.4% | $125,388-81.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 74.7%+0.3pp | 83.2%-8.2pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,096 | $3,031-30.9% | $2,278-8.0% | $4,866-56.9% |
| Participant deferral / active EE | $9,786 | $4,125+137.2% | $3,382+189.3% | $5,352+82.9% |
| Admin fee / account holder | $42 | $8,982-99.5% | $5,275-99.2% | $9,541-99.6% |