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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 | $20,119 | $105,861-81.0% | $90,756-77.8% | $134,509-85.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.13%-418.1pp |
| Employer contribution / active EE | $7,077 | $3,463+104.3% | $2,922+142.2% | $4,741+49.3% |
| Participant deferral / active EE | $13,331 | $5,217+155.5% | $4,565+192.0% | $6,400+108.3% |
| Admin fee / account holder | $30 | $13,938-99.8% | $8,445-99.6% | $11,427-99.7% |