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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 | $25,935 | $88,585-70.7% | $69,884-62.9% | $134,532-80.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.41% | 442.80%-459.2pp | 190.81%-207.2pp | 418.27%-434.7pp |
| Employer contribution / active EE | $7,011 | $3,235+116.7% | $2,560+173.9% | $4,741+47.9% |
| Participant deferral / active EE | $18,469 | $4,770+287.2% | $3,848+380.0% | $6,401+188.5% |
| Admin fee / account holder | $128 | $10,441-98.8% | $6,266-98.0% | $11,429-98.9% |