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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 | $21,429 | $167,362-87.2% | $143,799-85.1% | $134,532-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.71% | 0.47%-12.2pp | -0.04%-11.7pp | 418.27%-430.0pp |
| Employer contribution / active EE | $2,151 | $5,620-61.7% | $4,952-56.6% | $4,741-54.6% |
| Participant deferral / active EE | $9,500 | $6,447+47.3% | $5,638+68.5% | $6,401+48.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |