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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 | $28,848 | $105,856-72.7% | $90,161-68.0% | $147,586-80.5% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $7,370 | $4,126+78.6% | $3,318+122.1% | $4,876+51.1% |
| Participant deferral / active EE | $15,219 | $5,733+165.5% | $5,287+187.8% | $5,439+179.8% |
| Admin fee / account holder | $7 | $8,046-99.9% | $5,943-99.9% | $10,886-99.9% |