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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 | $38,858 | $95,917-59.5% | $79,583-51.2% | $134,545-71.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3.87% | -2.70%+6.6pp | 0.16%+3.7pp | 418.37%-414.5pp |
| Employer contribution / active EE | $8,208 | $3,129+162.3% | $2,414+240.1% | $4,742+73.1% |
| Participant deferral / active EE | $17,958 | $4,694+282.6% | $3,986+350.6% | $6,401+180.5% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |