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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 | $43,453 | $817,678-94.7% | $392,568-88.9% | $152,885-71.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 0.00% | 22.84%-22.8pp | 24.42%-24.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $24,453 | $5,502+344.4% | $3,783+546.4% | $4,763+413.4% |
| Participant deferral / active EE | $19,000 | $8,398+126.2% | $5,985+217.5% | $5,851+224.7% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,598-100.0% |