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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 | $33,658 | $95,979-64.9% | $74,551-54.9% | $135,380-75.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.95% | 56.97%-64.9pp | 32.53%-40.5pp | 519.81%-527.8pp |
| Employer contribution / active EE | $9,086 | $2,716+234.5% | $1,961+363.4% | $4,779+90.1% |
| Participant deferral / active EE | $6,768 | $3,844+76.1% | $3,108+117.7% | $5,609+20.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |