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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 | $13,473 | $101,063-86.7% | $81,473-83.5% | $147,586-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,236 | $3,206+32.1% | $2,568+65.0% | $4,876-13.1% |
| Participant deferral / active EE | $3,064 | $4,242-27.8% | $3,537-13.4% | $5,439-43.7% |
| Admin fee / account holder | $83 | $5,812-98.6% | $4,561-98.2% | $10,886-99.2% |