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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 | $24,277 | $105,867-77.1% | $90,760-73.3% | $134,532-82.0% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $10,994 | $3,464+217.4% | $2,922+276.3% | $4,741+131.9% |
| Participant deferral / active EE | $5,982 | $5,217+14.7% | $4,565+31.0% | $6,401-6.5% |
| Admin fee / account holder | $124 | $13,936-99.1% | $8,444-98.5% | $11,429-98.9% |