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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 | $21,955 | $88,585-75.2% | $69,884-68.6% | $134,532-83.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.95% | 442.80%-451.8pp | 190.81%-199.8pp | 418.27%-427.2pp |
| Employer contribution / active EE | $2,500 | $3,235-22.7% | $2,560-2.3% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $63 | $10,441-99.4% | $6,266-99.0% | $11,429-99.4% |