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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 | $69,341 | $107,806-35.7% | $90,655-23.5% | $135,382-48.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $35,378 | $3,018+1072.3% | $2,532+1297.4% | $4,779+640.3% |
| Participant deferral / active EE | $39,500 | $3,872+920.1% | $3,425+1053.4% | $5,609+604.2% |
| Admin fee / account holder | $238 | $5,931-96.0% | $4,994-95.2% | $10,829-97.8% |