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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 | $26,582 | $96,965-72.6% | $97,995-72.9% | $147,586-82.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $7,582 | $4,536+67.1% | $4,158+82.3% | $4,876+55.5% |
| Participant deferral / active EE | $14,948 | $5,081+194.2% | $5,097+193.3% | $5,439+174.8% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |