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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 | $6,431 | $88,778-92.8% | $81,844-92.1% | $145,884-95.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $872 | $3,087-71.7% | $2,916-70.1% | $4,662-81.3% |
| Participant deferral / active EE | $1,526 | $4,648-67.2% | $4,323-64.7% | $6,690-77.2% |
| Admin fee / account holder | $285 | $8,430-96.6% | $7,355-96.1% | $13,392-97.9% |