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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 | $19,242 | $84,551-77.2% | $61,452-68.7% | $134,532-85.7% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -11.36% | 585.39%-596.8pp | 338.96%-350.3pp | 418.27%-429.6pp |
| Employer contribution / active EE | $7,501 | $1,545+385.6% | $1,160+546.9% | $4,741+58.2% |
| Participant deferral / active EE | $6,278 | $2,818+122.7% | $2,125+195.5% | $6,401-1.9% |
| Admin fee / account holder | $54 | $2,587-97.9% | $2,131-97.5% | $11,429-99.5% |