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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 | $64,842 | $147,727-56.1% | $115,756-44.0% | $134,532-51.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -0.16% | 73.96%-74.1pp | 143.14%-143.3pp | 418.27%-418.4pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,500 | $7,563+171.1% | $6,254+227.8% | $6,401+220.3% |
| Admin fee / account holder | $267 | $14,571-98.2% | $8,124-96.7% | $11,429-97.7% |