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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 | $23,675 | $95,915-75.3% | $79,580-70.2% | $134,532-82.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $27,299 | $3,129+772.5% | $2,413+1031.1% | $4,741+475.8% |
| Participant deferral / active EE | $5,788 | $4,693+23.3% | $3,985+45.2% | $6,401-9.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |