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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 | $14,159 | $95,895-85.2% | $79,576-82.2% | $134,509-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $7,260 | $3,128+132.1% | $2,413+200.9% | $4,741+53.1% |
| Participant deferral / active EE | $7,510 | $4,693+60.0% | $3,985+88.4% | $6,400+17.3% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |