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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 | $58,111 | $138,076-57.9% | $123,553-53.0% | $135,380-57.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $19,521 | $5,152+278.9% | $4,628+321.8% | $4,779+308.5% |
| Participant deferral / active EE | $12,476 | $6,800+83.5% | $6,426+94.1% | $5,609+122.4% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |