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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 | $2,516 | $81,749-96.9% | $58,544-95.7% | $139,456-98.2% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $669 | $1,398-52.2% | $1,053-36.5% | $4,753-85.9% |
| Participant deferral / active EE | $1,329 | $2,555-48.0% | $1,923-30.9% | $6,711-80.2% |
| Admin fee / account holder | $73 | $3,272-97.8% | $2,520-97.1% | $11,407-99.4% |