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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 | $24,819 | $84,551-70.6% | $61,452-59.6% | $134,532-81.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.57% | 585.39%-605.0pp | 338.96%-358.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,084 | $1,545-29.8% | $1,160-6.5% | $4,741-77.1% |
| Participant deferral / active EE | $8,318 | $2,818+195.1% | $2,125+291.5% | $6,401+30.0% |
| Admin fee / account holder | $293 | $2,587-88.7% | $2,131-86.3% | $11,429-97.4% |