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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 | $15,344 | $92,766-83.5% | $82,763-81.5% | $134,545-88.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.89% | 946.97%-962.9pp | 702.45%-718.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $873 | $3,273-73.3% | $3,008-71.0% | $4,742-81.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $97 | $5,978-98.4% | $5,325-98.2% | $11,431-99.2% |