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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 | $40,247 | $106,557-62.2% | $91,227-55.9% | $134,545-70.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.67% | 160.81%-175.5pp | 114.14%-128.8pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,797 | $4,719+213.6% | $4,234+249.5% | $6,401+131.2% |
| Admin fee / account holder | $152 | $6,235-97.6% | $5,423-97.2% | $11,431-98.7% |