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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 | $27,273 | $84,464-67.7% | $61,399-55.6% | $134,509-79.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.29% | 585.06%-605.3pp | 338.81%-359.1pp | 418.13%-438.4pp |
| Employer contribution / active EE | $2,940 | $1,545+90.3% | $1,159+153.5% | $4,741-38.0% |
| Participant deferral / active EE | $7,722 | $2,818+174.0% | $2,124+263.5% | $6,400+20.7% |
| Admin fee / account holder | $111 | $2,587-95.7% | $2,131-94.8% | $11,427-99.0% |