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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 | $2,064 | $27,936-92.6% | $58,561-96.5% | $75,173-97.3% |
| Participation rate | 92.3% | 38.8%+53.5pp | 50.9%+41.4pp | 67.2%+25.1pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $696 | $670+4.0% | $1,053-33.9% | $2,671-73.9% |
| Participant deferral / active EE | $1,171 | $1,202-2.6% | $1,923-39.1% | $4,126-71.6% |
| Admin fee / account holder | $5 | $1,727-99.7% | $2,520-99.8% | $5,651-99.9% |