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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 | $25,620 | $84,551-69.7% | $61,452-58.3% | $134,532-81.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.68% | 585.39%-600.1pp | 338.96%-353.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $7,659 | $1,545+395.8% | $1,160+560.5% | $4,741+61.6% |
| Participant deferral / active EE | $4,842 | $2,818+71.8% | $2,125+127.9% | $6,401-24.3% |
| Admin fee / account holder | $193 | $2,587-92.6% | $2,131-91.0% | $11,429-98.3% |