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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 | $206,328 | $82,674+149.6% | $125,381+64.6% | $68,486+201.3% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,125 | $3,382-66.7% | $4,815-76.6% | $2,597-56.7% |
| Participant deferral / active EE | $13,496 | $6,111+120.9% | $7,448+81.2% | $4,028+235.1% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |