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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 | $30,819 | $92,684-66.7% | $82,706-62.7% | $134,509-77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.23% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,973 | $3,272-39.7% | $3,007-34.4% | $4,741-58.4% |
| Participant deferral / active EE | $12,900 | $4,800+168.8% | $4,394+193.6% | $6,400+101.6% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |