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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 | $23,876 | $92,219-74.1% | $76,767-68.9% | $135,380-82.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $15,111 | $3,216+369.9% | $2,485+508.0% | $4,779+216.2% |
| Participant deferral / active EE | $9,166 | $4,508+103.3% | $3,852+138.0% | $5,609+63.4% |
| Admin fee / account holder | $45 | $10,749-99.6% | $6,675-99.3% | $10,828-99.6% |