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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 | $27,589 | $106,557-74.1% | $91,227-69.8% | $134,545-79.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.11% | 160.81%-174.9pp | 114.14%-128.3pp | 418.37%-432.5pp |
| Employer contribution / active EE | $18,410 | $3,332+452.5% | $2,851+545.7% | $4,742+288.3% |
| Participant deferral / active EE | $12,283 | $4,719+160.3% | $4,234+190.1% | $6,401+91.9% |
| Admin fee / account holder | $120 | $6,235-98.1% | $5,423-97.8% | $11,431-99.0% |