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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 | $28,184 | $84,499-66.6% | $125,391-77.5% | $66,949-57.9% |
| Participation rate | 82.0% | 76.4%+5.5pp | 82.4%-0.4pp | 69.8%+12.1pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.41%-572.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $9,823 | $3,554+176.4% | $4,816+104.0% | $2,545+285.9% |
| Participant deferral / active EE | $11,077 | $6,785+63.3% | $7,448+48.7% | $4,239+161.3% |
| Admin fee / account holder | $229 | $685-66.5% | $10,009-97.7% | $594-61.3% |