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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 | $30,708 | $82,678-62.9% | $125,391-75.5% | $68,490-55.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $16,443 | $3,382+386.2% | $4,816+241.4% | $2,597+533.2% |
| Participant deferral / active EE | $7,719 | $6,111+26.3% | $7,448+3.6% | $4,028+91.6% |
| Admin fee / account holder | $69 | $6,277-98.9% | $10,009-99.3% | $5,403-98.7% |