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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 | $12,696 | $75,935-83.3% | $60,547-79.0% | $125,389-89.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.03% | -5.38%+5.4pp | 335.64%-335.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,837 | $3,438+98.9% | $2,419+182.6% | $4,866+40.5% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |