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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 | $54,047 | $84,551-36.1% | $61,452-12.0% | $134,532-59.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.34% | 585.39%-600.7pp | 338.96%-354.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $5,929 | $1,545+283.8% | $1,160+411.3% | $4,741+25.1% |
| Participant deferral / active EE | $3,735 | $2,818+32.5% | $2,125+75.8% | $6,401-41.6% |
| Admin fee / account holder | $232 | $2,587-91.0% | $2,131-89.1% | $11,429-98.0% |