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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 | $23,832 | $95,979-75.2% | $74,551-68.0% | $135,380-82.4% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -6.11% | 56.97%-63.1pp | 32.53%-38.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $11,424 | $2,716+320.6% | $1,961+482.6% | $4,779+139.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |