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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 | $17,414 | $106,557-83.7% | $91,227-80.9% | $134,545-87.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.53% | 160.81%-180.3pp | 114.14%-133.7pp | 418.37%-437.9pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,965 | $4,719+47.6% | $4,234+64.5% | $6,401+8.8% |
| Admin fee / account holder | $97 | $6,235-98.4% | $5,423-98.2% | $11,431-99.2% |