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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 | $4,922 | $56,628-91.3% | - | $135,380-96.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | - | 82.6%+17.4pp |
| Annual return | 0.00% | 2630.24%-2630.2pp | - | 519.81%-519.8pp |
| Employer contribution / active EE | $1,578 | $2,747-42.6% | - | $4,779-67.0% |
| Participant deferral / active EE | $6,384 | $3,718+71.7% | - | $5,609+13.8% |
| Admin fee / account holder | $8 | $1,588-99.5% | - | $10,828-99.9% |