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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 | $24,803 | $106,551-76.7% | $91,225-72.8% | $134,532-81.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.00% | 160.78%-175.8pp | 114.12%-129.1pp | 418.27%-433.3pp |
| Employer contribution / active EE | $9,923 | $3,331+197.9% | $2,851+248.1% | $4,741+109.3% |
| Participant deferral / active EE | $5,954 | $4,718+26.2% | $4,233+40.6% | $6,401-7.0% |
| Admin fee / account holder | $81 | $6,234-98.7% | $5,422-98.5% | $11,429-99.3% |