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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 | $2,162 | $84,551-97.4% | $61,452-96.5% | $134,532-98.4% |
| Participation rate | 82.4% | 62.2%+20.2pp | 52.6%+29.8pp | 81.2%+1.1pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $679 | $1,545-56.1% | $1,160-41.5% | $4,741-85.7% |
| Participant deferral / active EE | $1,397 | $2,818-50.4% | $2,125-34.3% | $6,401-78.2% |
| Admin fee / account holder | $114 | $2,587-95.6% | $2,131-94.6% | $11,429-99.0% |