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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 | $227,951 | $108,695+109.7% | $74,722+205.1% | $152,897+49.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 0.84% | 114.11%-113.3pp | 753.11%-752.3pp | 345.43%-344.6pp |
| Employer contribution / active EE | $3,000 | $1,504+99.4% | $1,084+176.7% | $4,764-37.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |