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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 | $37,345 | $91,536-59.2% | $130,062-71.3% | $75,177-50.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 23.83% | -631.62%+655.4pp | -137.37%+161.2pp | 160.75%-136.9pp |
| Employer contribution / active EE | $8,333 | $2,845+192.9% | $4,322+92.8% | $2,671+212.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $214 | $6,780-96.8% | $10,601-98.0% | $5,651-96.2% |