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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 | $61,200 | $147,727-58.6% | $115,756-47.1% | $134,532-54.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -6.05% | 73.96%-80.0pp | 143.14%-149.2pp | 418.27%-424.3pp |
| Employer contribution / active EE | $16,890 | $4,713+258.4% | $3,793+345.3% | $4,741+256.2% |
| Participant deferral / active EE | $8,960 | $7,563+18.5% | $6,254+43.3% | $6,401+40.0% |
| Admin fee / account holder | $145 | $14,571-99.0% | $8,124-98.2% | $11,429-98.7% |