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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 | $36,050 | $88,596-59.3% | $70,098-48.6% | $134,509-73.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -7.78% | 442.67%-450.4pp | 190.76%-198.5pp | 418.13%-425.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,796 | $4,772+126.2% | $3,849+180.5% | $6,400+68.7% |
| Admin fee / account holder | $2 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |