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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 | $3,110 | $84,551-96.3% | $61,452-94.9% | $134,532-97.7% |
| Participation rate | 92.9% | 62.2%+30.7pp | 52.6%+40.3pp | 81.2%+11.6pp |
| Annual return | -17.47% | 585.39%-602.9pp | 338.96%-356.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,458 | $1,545+123.8% | $1,160+198.2% | $4,741-27.1% |
| Participant deferral / active EE | $674 | $2,818-76.1% | $2,125-68.3% | $6,401-89.5% |
| Admin fee / account holder | $201 | $2,587-92.2% | $2,131-90.6% | $11,429-98.2% |