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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 | $17,013 | $82,314-79.3% | $68,808-75.3% | $134,532-87.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $7,530 | $3,301+128.1% | $2,656+183.5% | $4,741+58.8% |
| Participant deferral / active EE | $9,950 | $4,740+109.9% | $3,942+152.4% | $6,401+55.4% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |