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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 | $11,770 | $85,790-86.3% | $67,313-82.5% | $135,379-91.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,064 | $3,487-69.5% | $2,566-58.5% | $4,779-77.7% |
| Participant deferral / active EE | $11,340 | $4,651+143.8% | $3,568+217.8% | $5,609+102.2% |
| Admin fee / account holder | $13 | $6,392-99.8% | $4,507-99.7% | $10,828-99.9% |