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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 | $19,978 | $106,557-81.3% | $91,227-78.1% | $134,545-85.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.80% | 160.81%-181.6pp | 114.14%-134.9pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,008 | $3,332-39.7% | $2,851-29.6% | $4,742-57.6% |
| Participant deferral / active EE | $2,510 | $4,719-46.8% | $4,234-40.7% | $6,401-60.8% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |