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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 | $199,006 | $78,694+152.9% | $67,652+194.2% | $125,389+58.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.19% | 9.46%-9.3pp | 6625.40%-6625.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,590 | $3,044-47.8% | $2,266-29.8% | $4,866-67.3% |
| Participant deferral / active EE | $5,225 | $4,292+21.7% | $3,560+46.8% | $5,352-2.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |