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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 | $81,763-97.4% | $58,561-96.4% | $139,466-98.5% |
| Participation rate | 94.4% | 61.3%+33.1pp | 50.9%+43.6pp | 80.3%+14.1pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $297 | $1,398-78.7% | $1,053-71.8% | $4,754-93.7% |
| Participant deferral / active EE | $1,575 | $2,555-38.4% | $1,923-18.1% | $6,712-76.5% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |