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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 | $37,831 | $93,346-59.5% | $71,796-47.3% | $273,972-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.96% | 130.39%-122.4pp | 78.04%-70.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $8,182 | $2,733+199.3% | $1,924+325.2% | $4,869+68.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |