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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 | $26,251 | $133,981-80.4% | $112,249-76.6% | $134,532-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.40% | 47.16%-48.6pp | 27.48%-28.9pp | 418.27%-419.7pp |
| Employer contribution / active EE | $15,752 | $4,040+289.9% | $3,636+333.2% | $4,741+232.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $128 | $7,492-98.3% | $6,412-98.0% | $11,429-98.9% |