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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 | $25,064 | $167,362-85.0% | $143,799-82.6% | $134,532-81.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.89% | 0.47%-3.4pp | -0.04%-2.8pp | 418.27%-421.2pp |
| Employer contribution / active EE | $6,587 | $5,620+17.2% | $4,952+33.0% | $4,741+38.9% |
| Participant deferral / active EE | $3,630 | $6,447-43.7% | $5,638-35.6% | $6,401-43.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |