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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 | $26,814 | $84,628-68.3% | $61,501-56.4% | $134,545-80.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.86% | 585.61%-600.5pp | 339.04%-353.9pp | 418.37%-433.2pp |
| Employer contribution / active EE | $5,719 | $1,545+270.2% | $1,160+393.1% | $4,742+20.6% |
| Participant deferral / active EE | $4,000 | $2,819+41.9% | $2,125+88.3% | $6,401-37.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |