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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 | $37,466 | $91,911-59.2% | $68,612-45.4% | $135,380-72.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $22,191 | $3,924+465.6% | $2,625+745.4% | $4,779+364.4% |
| Participant deferral / active EE | $15,714 | $4,315+264.2% | $3,311+374.6% | $5,609+180.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |