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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 | $2,120 | $81,749-97.4% | $58,544-96.4% | $139,456-98.5% |
| Participation rate | 94.4% | 61.3%+33.1pp | 50.9%+43.6pp | 80.3%+14.1pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $297 | $1,398-78.7% | $1,053-71.8% | $4,753-93.7% |
| Participant deferral / active EE | $1,575 | $2,555-38.4% | $1,923-18.1% | $6,711-76.5% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |