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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 | $16,118 | $133,998-88.0% | $112,263-85.6% | $134,545-88.0% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,113 | $4,040-72.5% | $3,636-69.4% | $4,742-76.5% |
| Participant deferral / active EE | $2,529 | $5,292-52.2% | $4,729-46.5% | $6,401-60.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |