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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 | $60,000 | $81,870-26.7% | $119,622-49.8% | $68,486-12.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 85.46% | -23.82%+109.3pp | -14.98%+100.4pp | -7.85%+93.3pp |
| Employer contribution / active EE | $8,182 | $2,692+203.9% | $4,232+93.3% | $2,597+215.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $178 | $6,583-97.3% | $10,328-98.3% | $5,404-96.7% |