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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 | $5,231 | $56,682-90.8% | - | $135,382-96.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | 0.00% | 2615.76%-2615.8pp | - | 519.77%-519.8pp |
| Employer contribution / active EE | $1,223 | $2,734-55.3% | - | $4,779-74.4% |
| Participant deferral / active EE | $4,381 | $3,704+18.3% | - | $5,609-21.9% |
| Admin fee / account holder | $10 | $1,580-99.4% | - | $10,829-99.9% |