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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 | $13,499 | $133,998-89.9% | $112,263-88.0% | $134,545-90.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,594 | $4,040-11.0% | $3,636-1.2% | $4,742-24.2% |
| Participant deferral / active EE | $8,617 | $5,292+62.8% | $4,729+82.2% | $6,401+34.6% |
| Admin fee / account holder | $144 | $7,493-98.1% | $6,410-97.8% | $11,431-98.7% |