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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 | $60,334 | $84,628-28.7% | $61,501-1.9% | $134,545-55.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.01% | 585.61%-606.6pp | 339.04%-360.1pp | 418.37%-439.4pp |
| Employer contribution / active EE | $11,260 | $1,545+628.9% | $1,160+871.0% | $4,742+137.5% |
| Participant deferral / active EE | $23,050 | $2,819+717.8% | $2,125+984.9% | $6,401+260.1% |
| Admin fee / account holder | $227 | $2,587-91.2% | $2,132-89.4% | $11,431-98.0% |