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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 | $10,379 | $106,557-90.3% | $91,227-88.6% | $134,545-92.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.90% | 160.81%-177.7pp | 114.14%-131.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $4,893 | $3,332+46.8% | $2,851+71.6% | $4,742+3.2% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $158 | $6,235-97.5% | $5,423-97.1% | $11,431-98.6% |