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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 | $46,261 | $84,551-45.3% | $61,452-24.7% | $134,532-65.6% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -20.59% | 585.39%-606.0pp | 338.96%-359.5pp | 418.27%-438.9pp |
| Employer contribution / active EE | $18,300 | $1,545+1084.7% | $1,160+1478.2% | $4,741+286.0% |
| Participant deferral / active EE | $8,200 | $2,818+190.9% | $2,125+286.0% | $6,401+28.1% |
| Admin fee / account holder | $16 | $2,587-99.4% | $2,131-99.2% | $11,429-99.9% |