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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 | $31,501 | $124,351-74.7% | $109,188-71.1% | $167,553-81.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $30,777 | $4,210+631.1% | $3,723+726.7% | $4,840+535.9% |
| Participant deferral / active EE | $9,857 | $5,257+87.5% | $4,654+111.8% | $6,343+55.4% |
| Admin fee / account holder | $21 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |