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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 | $4,297 | $84,551-94.9% | $61,452-93.0% | $134,532-96.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $850 | $1,545-45.0% | $1,160-26.7% | $4,741-82.1% |
| Participant deferral / active EE | $4,164 | $2,818+47.7% | $2,125+96.0% | $6,401-34.9% |
| Admin fee / account holder | $38 | $2,587-98.5% | $2,131-98.2% | $11,429-99.7% |