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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 | $22,072 | $95,975-77.0% | $74,549-70.4% | $135,379-83.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.68% | 56.96%-61.6pp | 32.53%-37.2pp | 519.79%-524.5pp |
| Employer contribution / active EE | $7,963 | $2,716+193.2% | $1,961+306.1% | $4,779+66.6% |
| Participant deferral / active EE | $5,096 | $3,844+32.6% | $3,108+64.0% | $5,609-9.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |