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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 | $14,388 | $96,524-85.1% | $75,900-81.0% | $152,909-90.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,193 | $3,311-33.8% | $2,501-12.3% | $4,764-54.0% |
| Participant deferral / active EE | $10,864 | $4,554+138.5% | $3,604+201.5% | $5,851+85.7% |
| Admin fee / account holder | $33 | $8,082-99.6% | $5,421-99.4% | $11,601-99.7% |