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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 | $22,576 | $158,827-85.8% | $121,208-81.4% | $135,382-83.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $5,250 | $5,666-7.3% | $4,023+30.5% | $4,779+9.9% |
| Participant deferral / active EE | $18,500 | $4,006+361.9% | $3,345+453.0% | $5,609+229.8% |
| Admin fee / account holder | $10 | $6,514-99.8% | $5,020-99.8% | $10,829-99.9% |