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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 | $18,422 | $95,979-80.8% | $74,551-75.3% | $135,380-86.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.00% | 56.97%-65.0pp | 32.53%-40.5pp | 519.81%-527.8pp |
| Employer contribution / active EE | $8,293 | $2,716+205.3% | $1,961+322.9% | $4,779+73.5% |
| Participant deferral / active EE | $2,026 | $3,844-47.3% | $3,108-34.8% | $5,609-63.9% |
| Admin fee / account holder | $123 | $6,522-98.1% | $5,059-97.6% | $10,828-98.9% |