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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 | $70,260 | $103,393-32.0% | $87,103-19.3% | $152,909-54.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $5,793 | $3,221+79.8% | $2,521+129.7% | $4,764+21.6% |
| Participant deferral / active EE | $13,581 | $4,778+184.2% | $4,049+235.4% | $5,851+132.1% |
| Admin fee / account holder | $198 | $12,195-98.4% | $7,491-97.4% | $11,601-98.3% |